Nonprofit Radio listener Matt emailed me, asking for advice on a sensitive direct mail fundraising problem at the Minnesota charity where he is a gift officer.
Let’s help him!
With a bit of editing for conciseness, here’s what Matt says:
“We have a direct mail that just got out the door and was delivered to 6,000 donors today.
“I just received a call from a confused donor who received this letter. She has given to our organization before, but at a smaller level, but her letter said she has given a gift of $1,500 in the past and asked her to give over $2,000 to this appeal (she actually gave $50).
“Obviously, somewhere our spreadsheet that was exported out of Raiser’s Edge was in error.
“I was wondering if you have any recommendations on how to follow this up? A second letter acknowledging the mistake? Ignore the mistake? Etc.”
Thoughtfully, he asks that other nonprofits take care in their appeal mailings. He wants others to learn from his office’s mishap.
Matt and his office need help fast. They’ve got to make a decision and execute quickly. What’s your advice?
I’ll get us started, but feel free to disagree with me. Good decisions come from open dialogue.
Matt, I suggest you send contrite emails and then letters to each person whose letter is wrong. Explicitly apologize. Assure them the organization tries very hard to achieve 100% accuracy in its work and you regret that this time you fell short. Your CEO should sign the letter.
Time is of the essence. What’s your advice for Matt?
Sandor KatzSandor Katz: Out Of The Blue: Fermentation Fascination
A new feature. We’re going to bring in people who have unusual and interesting jobs but in some way support nonprofits. Our inaugural Out Of The Blue guest is Sandor Katz. He’s a fermenter. He calls himself Sandor Kraut. We’ll talk about the history, benefits and methods of fermenting foods. He’ll share his simple sauerkraut recipe.
Scott KoeglerScott Koegler: Volunteer Matchmaking
Scott Koegler is our technology contributor and editor of Nonprofit Technology News. This month we’re talking about tech that matches willing volunteers with seeking charities.
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You’re on the air and on target as I delve into the big issues facing your nonprofit—and your career.
If you have big dreams but an average budget, tune in to Tony Martignetti Nonprofit Radio.
I interview the best in the business on every topic from board relations, fundraising, social media and compliance, to technology, accounting, volunteer management, finance, marketing and beyond. Always with you in mind.
We’ll add a link to the audio as soon as possible after Friday afternoon’s show. You can also subscribe on iTunes to get the podcast automatically.
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Metoo hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host. Oh, i hope you’re with me last week why i would suffer atrial fib relation if it came to my attention that you had missed the event leadership puzzle from fund-raising day twenty thirteen our panel solved the puzzle for honorees, chairs, hosts and committees, from goal setting and recruitment to motivation and thanks and back to board basics. Jean takagi are legal contributor was here he talked about who belongs on your board and for how long should you ceo be on the board? Is it okay if your ceo chairs? What about vendors? Jeanne and i differed on vendors actually show, so i shut off his mike he’s, the principal of non-profit and exempt organizations law group in san francisco, and we’re going to continue that conversation in a couple of weeks very shortly this week out of the blue fermentation fascination. This is a brand new feature this week we’re going to bring in people who have unusual and interesting jobs and in some ways support non-profits and our inaugural out of the blue guest. Is sand or cats he’s a fermenter? He calls himself sandorkraut we’re going to talk about the history, the benefits and the methods of fermenting foods, and sandra is going to share his simple sauerkraut recipe cool and volunteermatch making scott koegler is our monthly technology contributor and the editor of non-profit technology news this month, we’re talking about tech that matches willing volunteers with seeking charities between the guests on tony’s take to my non-profit bootcamp interview. I’m really excited, teo introduce our first out of the blue guest sandor alex katz is a fermentation revivalist. Newsweek called his first book, wild fermentation the fermenting bible. The new york times said that he has become for fermentation with timothy leary was for psychedelic drugs a charismatic we’ll see about that, i hope so. Consciousness raising thinker and advocate who wants people to see the world in a new way. End quote his latest book, the art of fermentation, received a james beard award and you’ll find him in rural tennessee as well as wild fermentation dot com sandorkraut its welcome to the show. Thanks for having me on tony it’s good it’s a real pleasure. I’m really you know. People say i’m excited to introduce, but i am excited because you’re our first out of the blue guest and i think fermentation is a fascinating thing. We’re going to learn a lot more about it, so i am excited that you’re on show. Thanks for being here. Thanks. Metoo um, how did you get into fermentation send or? Well, let’s see, i grew up, i grew up in new york city and, you know, for reasons i couldn’t possibly explain one of my favorite foods is a kid with some sour pickles, garlic, dill, fermented pickles. So i’ve i’ve always been drawn, teo, you know, some of the flavors of fermentation, but what really got me to begin practicing fermentation is twenty years ago when i moved from new york city to rural tennessee and started keeping a garden, you know, there was just a moment when there was a whole row of cabbages, and i decided to learn how to make sauerkraut, you know, really with based on this sort of practical dilemma, what do i do with all these veggies that are ready at the same time? Um, and then, you know, you know, one thing led to another, i started exploring all sorts of realms of fermentation started making yogurt in a little bit of cheese. I started doing some, uh, bread making using a sour dough, i started making wine sort of elderberries and blueberries and other kinds of berries and, you know, i just, uh i just got kind of obsessed with fermentation and, you know, spend a decade indulging that obsession and learning, learning about it, um and, you know, really everybody lives fermented foods and beverages cool, and if you walk into a gourmet food store, most of what you see are products of fermentation, and they’re just part of people’s lives in all parts of the world in lots of ways that i think we don’t recognize. The other reason that i’m excited today is because our creative producer, claire meyerhoff, is in the studio with me from north carolina. Hi, claire. Welcome. Hi, tony, how are you today, it’s a party it’s a privilege to have you? So i’m excited that sanders are first out of the blue guest, and i’m excited that a long time creative producer from the beginning, this is not this is not new krauz meyerhoff is with me in studio help tony with his very first show that’s very true helped him ferment the show very good. So it has come. Yeah, you have a question for science. You have a question for you in your first remarks. You you said something about that you started practicing fermenting and that caught my attention because it’s like saying you practice yoga, you don’t do yoga, you practise it. So tell me a little bit about the fermenting. What i mean by that is that, you know, for my entire life since i’ve been, you know, eating food, i’ve been eating products of fermentation, and everybody does. You couldn’t possibly not. If you eat bread, you’re you’re eating something that’s fermented. If you’re eating cheese, hearing something that’s fermented um, you know, if you’re putting any kind of condiment on your sandwich well, that’s based on something that’s, fermented vinegar if it’s not directly fermented, self like soy sauce or or fish sauce. But you know, really, what i’m saying is that, you know, fermentation is everywhere everybody eats products of fermentation every day until seventy five years ago, it was just part of what people did. In every community it was part of producing food was was fermenting some of it. But as food production has, you know, disappeared from the fabric of our lives in fermentation has disappeared with it. But at the same time we’ve developed this fear of bacteria, so people assumed that, you know, fermentation is, you know, potentially dangerous or highly technical. So so for me, that’s the significant thing there that’s the moment that that significant in my story is when i began a practice of fermentation doing it for myself. Well, there is a bit of a meditative quality to it because you have to let it let it sit. And you have to kind of think about it. It doesn’t happen right away. It’s. Not like stir frying. Exactly. Exactly. There’s there’s. Always a time component. Joes have tto wait. Whether it’s a few hours, a few days, a few weeks or in certain cases a few years fermentation. Can i get a word in claire? I don’t know. You brought me into the studio, you know, you get what you wish for. I got screwed. Fermentation goes back. There’s there’s. Records of fermentation in our inn in archaeology, right? We’re going back thousands of years. Yeah, sure. I mean, you know, the earliest archaeological evidence that we currently have goes back nine thousand years. But, you know, of course, you know, foods and microorganisms, you know, don’t don’t leave lots of trace is it’s sort of the pottery is the traces. So, you know, we can surmise that the desire for vessels for fermentation was the incentive for figuring out pottery and that people have been practicing fermentation for longer than we’ve had pottery vessels, but yes, for at least thousands of years. And i would point out it’s just a natural biological phenomenon that happens without us. So, you know, i think that our our primate ancestors were, to some degree familiar with fermentation. My niece’s husband, they live in vermont. And he’s a scientist he sends this whole day doing scientific research. But his hobby is pickling things. And you, if you open any any closet in their house, you see these jars with different vegetables in there, and they’re pickling. Do you see this is like a new trend for millennials? Well, i mean, i i mean, i would say the people, i mean people have been have always pickled things. You know, people who’ve had gardens have always had a reason. Teo pickle things to put things up, and the word pickling covers a lot of ground. You know, most contemporary pickles involved just pouring hot vinegar over vegetables and essentially sterilizing them in the jar. But you can also pickle things like a sauerkraut or kimchi could be called in a pickle. The kosher deals that i grew up loving, our pickles and those air basically just vegetables in a saltwater brian where fermentation creates lactic acid that preserved vegetables. So all the, you know, micro microbial activity is very sort of present and alive in those stiles pickles on fermentation is going on in our bodies do, isn’t it, sander? Yeah, sure. I mean, the cells of our bodies are capable of fermentation. And when we sort of call upon particular muscles to do more work than there were providing them oxygen for the reverts to this ferment a tive mode of metabolism where they produce lactic acid is a byproduct. And that the source of the feeling of a muscle burns, you know, also women’s bodies actually produced a carbohydrate. Glycogen that supports ah population of lactic acid bacteria that creates an acidic environment that facilitates human reproduction. Who, you know there’s, a huge amount of fermentation going on. So in a number of different ways, you know, in our bodies there’s, lots of fermentation, that’s, exciting. Andi, i have felt that when i’m when i’m working out, you feel like burning pain in your legs after a run. That’s ah that’s, lactic acid, you’re saying, yeah, that that that’s like to guess that that’s, basically, you know, the incredible sort of ingenuity and flexibility of of our bodies. If we’re not giving them enough oxygen for the oxidative mode, they have this other mode of energy production, the fermented mode outstanding. All right, we’re going to take a break. We go away for a couple seconds. Claire meyerhoff stays with us, send our crowd stays with us, and i hope that you do, too. Talking alternative radio twenty four hours a day. Do you need a business plan that can guide your company’s growth? Seven and seven will help bring the changes you need. Wear small business consultants and we pay attention to the details. You may miss our coaching and consultant services a guaranteed to lead toe right growth for your business, call us at nine one seven eight three, three, four, eight six zero foreign, no obligation free consultation. Check out our website of ww dot covenant seven dot com oppcoll are you fed up with talking points, rhetoric everywhere you turn left or right? Spin ideology no reality, in fact, its ideology over intellect no more it’s time. Join me, larry shop a neo-sage tuesday nights nine to eleven easter for the ivory tower radio in the ivory tower will discuss what’s important to you society, politics, business and family. It’s provocative talk for the realist and the skeptic who want to know what’s. Really going on? What does it mean? What can be done about it? So gain special access to the ivory tower. Listen to me, larry. Sure you’re neo-sage tuesday nights nine to eleven new york time go to ivory tower radio dot com for details. That’s. Ivory tower, radio dot com e every time i was a great place to visit for both entertainment and education. Listening. Tuesday nights nine to eleven. It will make you smarter. Hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com metoo welcome back to big non-profit ideas for the other ninety five percent. I can’t send live listener love or podcast pleasantries today, i’m sorry. Um, we’re not live. We’re recording a couple days in advance, so but live listener love to the people who i bet are out there. California was always checking in north carolina, texas, new york, new york, washington, washington and oregon have been have been checking in, and of course i can. I was wrong. I can’t send podcast pleasantries to everybody listening to the podcast, especially our friends in germany. Lots of podcast listeners in germany, like over a thousand um, sander, you, uh you mentioned a love of ah early love of garlic pickles. You prefer those over the naan garlic country? You’re kind um, my my favorite kinder with garlic and deal. And right now, in my garden, i have an explosion of cucumbers, and so i’m seeing some garlic dill pickles in my near future, you’ll be meditating about those as a squire said so. So for people who have an excess of cabbage, this could also be very valuable, right? Yeah, sure. I mean, any vegetable can be fermented, you know. Using pretty similar technique. Um, you know, the classic is definitely fermented cabbage, sauerkraut, but you can add, you know, different vegetables together. Often i’ll add carrots to the sauerkraut, but it’s a really very versatile process. And we want teo establish your bona fide these for being on this show, you’re you, you do work with local non-profits in western tennessee, don’t you? Well, i mean, for for my whole life, i’ve been involved in a, uh, different kinds of non-profits when i still lived in new york, i worked for some non-profits i did fund-raising you know, now now my involvement is much more let’s, say, casual and peripheral, but but, yeah, i think it’s important, tio um, you know, sort of support local charitable organizations and people doing good works. What was the occasion for your move from new york city, the western tennessee that’s that’s a pretty big move on and actually it’s, not western tennessee in middle tennessee where we’re looking, but, i mean, basically, it was a moment when i was trying to make a big change in my life and, you know, i met some people who were part of ah, um uh community here and i was very intrigued by the stories they told and decided to come visit and check out what they were doing, and i don’t know, i mean, as much as anything, just the idea of, you know, moving to a rural environment, getting involved in keeping a garden, you know, drinking fresh spring water, you know, those things were very appealing to me. Um, and, uh, so yeah, it was it was a big change of life moving from, you know, manhattan to a rural county with maybe ten thousand people in it. My wife recently started her first garden. She no longer lives in new york. City’s move teo, a suburb of indianapolis, and she has this beautiful garden is probably forty year, maybe even fifty five, forty feet long and about twenty feet wide, with lots of different varieties of lettuce and varieties of peppers. Broccoli didn’t do so well this year, but she sent me a picture of her just so proudly sitting at the garden with with little young sprouts like all the sprouts for, like, two or three inches, but the first, you know, the first time and she’s just so she just looked so pleased with herself in that little picture. It’s. Lovely, but i mean, it’s, it’s, very gratifying, you know, t grow food, and it puts you in touch with, you know, the land and the sort of incredible potential of the seeds and, you know, puts you in this sort of nurturing role and it’s very empowering, because you know this, you know, really limited amount of work you’re doing is producing all this wonderful fresh food, and you can just, you know, taste and feel how you know how healthy it is to eat such fresh food and and it’s incredibly fun and rewarding that’s. Then, claire, do you have a garden and, you know, i mean, people do it all over. I mean, you know, i’m in touch with people in new york. Were involved in, you know, urban community gardens, rooftop gardens. I mean, i think that, you know, lots of people everywhere are getting more interested in gardening and producing their own food. You know, in supporting local farmers, i think, you know, all these things are interconnected. You have a garden, claire. I think the extent of my gardening was pretty much. I’ll buy one of those basil plants or something and keep it on my windowsill in pluck from it. All right. I see that in the city a lot fresher than any baseball. You could possibly that’s, right? And you know that it doesn’t have besides. And fungicides and pesticides in your its little in this little pot, right? Yes. I think an herb garden is a good way to garden for the for the bow tannic ly challenged like myself. You know, sanders, you have a sauerkraut recipe that that’s really simple that i wanted to share with us. Please. Okay, sure. So i will tell you the short version. And let me tell you that if you look at my website, wild fermentation dot com, you confined a much more sort of fleshed out version of it. If you need more details, i always i always recommend fermenting vegetables, as you know, the best way to sort of make a first step into fermentation it’s a it’s a great gateway into fermentation because you don’t need any special equipment. You don’t need any special starter cultures, you know it’s really? Absolutely intrinsically safe. There’s. Never been a documented case of food poisoning from fermented vegetables in the united states. Um uh, you see results relatively quickly and it’s. Incredibly delicious and healthy. Um, you take some cabbage on dh, chop it up, you can augment it with other vegetables, carrots, turnips of the root vegetables, onions, garlic. You know, almost any vegetable you could imagine. Just chop it up and then lightly salted. You know, don’t get caught up on a sort of magic number of how much salt you need to use lightly salted taste it. Make sure it tastes. Ah, good to you can always add more salt. If you like it’s. Easier to add salt in it is to attract salt. Um, and then take your your shredded salted vegetables in a bowl and just spend five minutes with your hands just squeezing them on dh. What this does is it kind of bruises, the vegetables breaks down some cell walls. Our objective here is to get the vegetable submerged under their own juices and by squeezing them, you make them juicy. So it’s easy when you stuffed him into a jar to press them down and have their juices rise up over them. Then once you’re vegetables are nice and juicy, you take a jar. Aa wide mouth jar is easier than a narrow necked jar. You could certainly use a a beautiful ceramic crock if you have one. But a jar’s is something simple that everybody has. Ah, court jar will take about two pounds of vegetables to fill, and then you just stuff the vegetables into the jar. Um, uh and used some force and expel any air pockets. And as you press the vegetables down, you will see liquid rising up over them. Bilich um, andi, and then you just leave it for a few days. I like to leave it right on my kitchen counter world see it. Because if you seal the jar there’s going to be all this carbon dioxide that’s produced and it’ll pre-tax crate some pressure and it’s okay, to feel the jar, but you’ve got to be sure every day or so to release the pressure. Okay, um, now, you know, the big question of fermentation is, when is it ready? You know, window, i eat it. How do i know that? It’s ready and there’s. Just no straightforward answer to that question. I mean, if you were, you know, doing this on a homestead with with a seller, you would probably make enough to get you through the winter, and it would be fermenting for months and months on. Some people like it best after several months, but you really can start to eat it. After just a couple of days, the thie acids air forming, there’s dense populations of probiotic back syria. Um, um, you know, the textures changing. So? So what i recommend that people do is just tasted every two or three days, eat a little bit of it and then press it down. Make sure it gets submerged under under the juices again on dh. Then you get to see a progression of flavours and, you know, do you like it? Mohr and mohr as it gets more acidic? Or did you like it best after, you know four days and then it started to get too strong for you. The beautiful thing about fermenting yourself, like making anything for yourself is you can figure out how you like it and make it the way you like it. So many people prefer a milder crowd that’s fermented for a shorter period of time than what they’ve typically been exposed too. You can make it spicy. You could make it not bye. See you could ferment for weeks and weeks or just for a few days. There’s a lot of possibilities once you understand, you know the basic process, which is that simple, you know, charm, salt, squeeze stuff in a jar and wait a few days. What are some of the spices you could add if you besides the soul? I mean, some classic spicing ideas would be tearaway seed juniper berries in the korean tradition of kimchi, it would be hot chili peppers and garlic and ginger and shallots or onions. Um, but but people are doing a lot of non traditional vegetable fermentation these days, and i’ve had some excellent curry crowds that have, you know, turmeric and, you know, other curry spices in them. Um you could certainly do a deal. Flavored crowdster you can incorporate fruit that’s. Very popular eastern europe. You know, cranberries or little bits of other bits of other kinds of fruits in with sauerkraut. You know, there’s really infinite possibilities. And you know, your imagination is really the only limitation. Alright. You mentioned earlier that that ah, among all the foods that are fermenting or fermented there were not aware of chocolate. How is that? How is that a fermentation product? Well, chocolate and also coffee, um are fermented on the harvesting end. So this happens in the tropical places where cacau and coffee grow with with cacau it’s, the, uh, the pods after they’re harvested, you know, art are mounded and moistened with water. Um, to, uh, to facilitate a spontaneous fermentation. And this, uh, both digests the fibres that hold the cacau beans into the pods. And it also helps develop the flavour that we associate with chocolate. Um and, uh, and similarly a coffee it’s the it’s, the beans right when they’re harvested are mounted on the ground moistened and allowed to spontaneously ferment and that’s part of the flavor development. No, um, tell me something else. About fermentation that i haven’t asked you. What will would you like to share about it? Well, i mean, i think that was one thing that’s really on people’s minds a lot today, uh, is this idea of probiotics and a growing awareness of how important you know, bacteria are in our bodies, you know? And yet, because of antibiotic drugs, anti avectra cleansing products, chlorinated water way have, you know, quite a bit of chemical exposure that, you know, subjects the bacteria in our bodies to assault. So, you know, people are turning tio supplements er of probiotics and just thinking about, you know, how to, you know, replenish and diversify their bacterial populations in the gut, and i would say that really, there’s no better way to do this then with fermented foods, you have to understand that not all fermented foods contain live bacterial cultures. Um, a cup of coffee does not contain latto pectoral cultures aloof of bread, that’s been big, does not contain life bacterial cultures. It’s really, those ferment that have not been cooked after their fermentation. So yogurt is a classic example of a live culture food, but sauerkraut provided it hasn’t been canned is another one. What about beer? Is that? Is that a fermenting process? Oh, absolutely. Here and your wine sake. All alcoholic beverages are products of fermentation. Absolutely. Now, in terms of the life bacterial cultures that i was talking about, i mean, historically. Okay. In the natural world, microorganisms don’t do not exist singularly. You’d never find a single type of microorganism. So historically, alcoholic beverages have always also had lactic acid bacteria as well as a cz well as these. But, you know, really what? Louis pesters, you know, achievement that sort of spawned the field of microbiology was isolating a single organism yeast. So, you know you can in any supermarket you can buy a packet of pure yeast. No, you know, most commercial, you know, beers and wines are made with, you know, just pure yeast and don’t have you no other bacteria in with them. Sandorkraut is it? We have to wrap up just a couple minutes. What is it that you love about doing this work? Well, really, i mean, what, what, what? What got me interested in teaching and speaking about fermentation is the mystifying it. I mean, fermentation is just such a it’s. Such an important part of everybody’s life. I mean, on lee because, you know, so many of the foods that are central to every culinary tradition, you know, all around the world involved fermentation, um, you know, and yet because, uh, you know, fermentation has largely disappeared from, you know, our families and our and our households and our and our communities, and disappeared behind factory doors. People have become very intimidated by it. You know, we’re taught to be afraid of, uh, bacteria and microorganisms, and so there’s there’s, just all of this fear and with the food is simple and safe and sauerkraut. I mean, you know, everybody’s terrified, you know, how can i be sure i’m getting good bacteria growing and not bad bacteria? You know, we’ve just been taught to have so much fear about about bacteria, so so i got, you know, i’m interested in empowering people and, you know, helping people learn how to do this with, you know, with confidence and do it safely. Um, and effectively, sandora. Alex katz, sandorkraut he’s, a fermentation revivalist, and you will find him at wild fermentation dot com. Sandra, thank you very much for being our inaugural out of the blue guest pleasure. All right, tony. Well, it’s. A pleasure to be on your show out of the blue, thanks very much. Bye, sander. We go away for a couple seconds, and when we come back, it’s, tony’s, take two and then volunteermatch making with scott koegler and, of course, clear meyerhoff. Still here. Stay with us. E-giving didn’t think dick tooting getting ding, ding, ding ding. You’re listening to the talking alternate network e-giving. Dahna duitz are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications? Then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com way look forward to serving you! Hi, i’m lost in a role, and i’m sloan wainwright, where the host of the new thursday morning show the music power hour eleven a m we’re gonna have fun shine the light on all aspects of music and its limitless healing possibilities. We’re gonna invite artists to share their songs and play live will be listening and talking about great music from yesterday to today, so you’re invited to share in our musical conversation. Your ears will be delighted with the sound of music and our voices. Join austin and sloan live thursdays at eleven a m on talking alternative dot com you’re listening to the talking alternative network. Schnoll if you have big ideas and an average budget, tune into the way above average. Tony martin. Any non-profit radio ideo. I’m jonah helper from next-gen charity. Hi there. This week’s tony’s take two is what i blogged about this week, which is my non-profit bootcamp interview. Jamie bristowe lavoy from non-profit match one the number one dot com put together a series of interviews with consultants and some other people, and i was one of them in this non-profit boot camp. Another one was bob penna who’s, the author of the non-profit outcomes toolbox and he’s been a guest on this show so you can hear the two of us in any case. And about five other people were interviewed for the boot camp. And i talked about the importance and the timeliness of planned giving and charity registration on my thanks to jamie bristowe, lavoy at non-profit match one dot com for including me and also we have a couple of minutes. I wantto ask claire miree clair aside from being creative producer of this show, which is more than a full time job but she’s able to squeeze in being principal of the plant e-giving agency, which is marketing and communications for planned giving programs. What’s ah what’s happening in plan giving, marketing communications. Well, i think that aa lot of savvy clients thes tae’s air taking like a different look at their plan giving marketing maybe they’ve been at it for a few years. They have a website, they’ve been doing some mailings and things like that, but i found that some clients are asking me like, well, what else can we do? What’s something kind of different, so i’ll help them come up with a little project. I always call it like a special project and it’s about basically finding a group of niche donors that you might have that you’ve been kind of ignoring. And how can you drill down your list of your millions of donors down to a group of maybe, like, i don’t know, maybe two hundred so narrow your audience to about two hundred people and then asked them to do something for you, send them a letter and ask them some questions, maybe try to get some little bit of content out of them, but basically, what you’re trying to do is engage them and see what level of interest they have in your organization. So a little special letter, maybe to a small group of people now, if you don’t have a list of a million, which a lot of our listeners, if you have a list of a thousand, you can still ask twenty or twenty five people can’t exactly cause it’s about starting a conversation, the best plan giving people out there that have really, you know, robust plan giving programs, big universities and things, right? So what what’s their job? A za plan giving officer theirjob is mostly to try to get conversations with people so their their goal is tio identify someone that will sit down and actually have a conversation with them about how they’re supporting the organization, what their future plans might be? Are we in your will for how much are we in your will? So the goal is always to have a conversation with an individual’s, so if you don’t have a big plan giving department and a plan giving officer, wouldn’t it be nice to sort of identify a small group of people and have a conversation with them? Start the conversation that helps you identify who these really loyal, really interested people r thank you and letters. I’m a lot of people these days. They’re hiring me to write letters for them direct mail still. Does very well wreck male and very and again more specific letters. One letter i just did for an organization was was very clean. They had wanted to send out a big, fat request letter to a bunch of people and say, like, oh, it’s very important you give us a request for these reasons, and then we do this and we do that, and i got them to ditch that and to instead just send a letter from an existing plan giving donor a guy who says, you know, a year ago i did the best thing i ever did. I put this organization in my will have, you know, a story half tells you stories, even a story, just the fact that someone did it and have you done it to you and to see if people will respond to that letter and say, yeah, i’ve done it. So before you try to explain to people a whole bunch of stuff or tell them a big story, why don’t you just find out if they’ve just plain old put you in their will already? Okay, simple letters. My first my first guest, i think for tony’s take two. Never had i don’t think i’ve ever had a somebody else come into and give insight for on tony’s tech to take to take claire, take two to table tio tio car meyerhoff plan giving agency she’s saying that she’s not going anywhere, not that she’s going anywhere, but we’re going to bring in r monthly technology contributor scott koegler he’s, the editor of non-profit technology news, which you will find at n p tech news. Dot com scotty koegler how you doing? Good tony, how you i’m doing terrific, lee, thanks for being on the show today. It’s. Good to have you back. Problem. You were talking about the beer we’re talking about volunteers and matching volunteers. There’s ah there’s a boon in volunteerism. It’s, it’s critical for charities. Obviously, right? I mean, aside from volunteering funds and that kind of thing, that time is a big deal time and talents and you’re right. I mean, the boom. I was really amazed to read these statistics, and i just kind of re kapin here. These air from the corporation for national community service. Um sixty four point three million americans, which equates to about twenty six point eight percent. Of the adult population. Think about that more than a quarter of the adult population is actually giving of their time for free. Just amazing. Especially in these times when, you know, people really know that more than that, many people want work, right? Yeah, right. And that amounts to almost eight billion hours. Um, with the service it’s just that. That that’s just amazing. Number two may i just but it’s almost restores my faith in humanity that people actually, uh, you know, do care about the environment of people around him. Yeah, yeah. We’re ah, were a volunteer culture mean, we wantto we want to help each other right on dh and coarse. You know, with that kind of numbers becomes the question what? How do you deal with it? How do you put that together? How do you manage the people that obviously want to do something and match them up with things that are available to do and, you know, yeah. It’s like social media, right? I mean, you’ve got a lot of things to do. And how do you actually get to the people that not only are qualified to do that? I want to. Do it okay. And that’s, where the that technology is going to help us match the match, the willing volunteers with the charities that are in need. So what? And this is also good for employers as well, right? Right. Because, you know, when you have employees who are dedicated to the community probably means of just kind of a better all around person, but is a part of your staff so that’s on the internal side and then from the external side, i guess pr kind of thing if you have people that are being helpful, the community that’s exposed, exposing your organization, your for-profit organization as a do gooder organization as well. So that’s, always good and mix for ah loyal and productive employees, because we know that if people want to help and you’re giving them you as the employer are giving them a way of helping charity’s, then i think that also leads to a productive, happier employees, right, and possibly happier and more productive customers. No mean, every every company is looking for ways to get customers toe two do more business with them. And if part of that is that’s the whole point behind. Social media for for profit organizations is that you get people to, like you interact with them, show them something that is good about the company rather than just all the complaints that inevitably come up. So all right, so just another feather in the cap. So let’s, bring this to the to the technology. You’re the yeah, the technology contributor. Now we know the value of volunteerism all around. What what’s what’s the technology doing for us? Well, overall, what it’s doing is matching. I mean, if you think about the basic matching stuff, the one that comes to mind probably the most people’s match dot com where you’re taking individuals, uh, attributes and interests and talents and all those kind of things and locations, of course, and your matching them up with in terms of match dot com with other people with the same kinds of interests. This it’s the same kind of technology. I’m looking at one online right now. Is volunteermatch shot or ge? Yes, just like that volunteermatch that organ right on the front page here. I just brought it up when it says what, uh, what do you care about in and then it knows where i am? Of course. Traveller’s rest south carolina. So it right there, it’s helping me too find things that i mean, that i’m a like when they want to do in my local area. So the technology here is obviously on the very first part of it is knowing i just get a little bit technical here. Tony, um, it’s tracing my i p address my internet protocol address, which is the connection between me and the internet and those things are pretty much location based, so it knows my location that nose in this case, i’m in traveller’s rest, okay? And if i were accessing it on my phone, it would actually just do g p s ok. And so the interesting this is the same technology that that match dot com and christian mingle and i don’t know others other, uh, e-giving findings of them, but yes, exactly. Its interest and location based after at the very top level. Okay, so those interests, they’re going to match e guess your skills with a charity’s needs. Yeah. So let’s, just let’s. Just do a little experiment here. I’m on. This one here is volunteermatch dot org’s and first of all, it knows where i am, but it really doesn’t know anything about me because i’ve never logged in here before you, so i’ll just say i care about animals and see what comes up with, um, pets and people. Um, the hospital luthan hospice of south carolina, no volunteer foreign exchange student, pet therapy volunteers now that might be one cut therapy volunteers, which is a hospice. So i mean, there it is. Within about what, five seconds i found something that might match what i like to do so i could get my animal. You know, i got a friendly dog. I could take the dog down too. The pet therapy volunteers and held out no, pretty amazing, actually. Okay, now, of course, in volunteermatch has gotta be a place there’s a portal. I’m sure for charities to sign up as well. Well, yeah, i think you know, the hospice qualifies is charity, right? Right. But i’m saying you you entered as an individual they would enter is right. They will enter as a charity on dh. They’d be assuming, you know, i assumed they would be putting in what there they’re volunteer needs are what? What they’re what they’re looking for, right? Just the top of this one again, we’ll stick with volunteermatch they’re two things. One has find opportunities, which is obviously what i did right next to it is recruit volunteers. So in that case, see, they have volunteers connected since nineteen, eighty eight, seven million, so they, you know, they have done this a bit. Okay, another three to join. So so it’s free for the charities, claire, i’m so i’m sorry. No. Good. Yeah. So, yeah, i would assume. Well, i don’t know if it’s free. How does this website make make money? They’ve advertisers are well, i just scroll down a bit and it shows here this is built on the freemium concept, which is you get the basic level for free, which includes recruiting tools on on referral for fools from corporate partners, tracking and reporting in a photo manager. Then for for seventy five dollars for the year, you get this whole bunch of other stuff. So still a seventy five dollars that’s uh, that’s not bad. Okay, another one that i’m familiar with is catch a fire dot or ge. And i know that one because of rachel chung who’s. The ceo has been a guest, and you’ll find my interview with her on the youtube channel. Real tony martignetti dot com look for catch fire, or rachel chung, a young woman and very vibrant. And but doing the same type of work that that that we’re talking about, we’ll take a break. And when we come back, we’ll wrap this up. But also, i neglected to mention earlier, scott is goingto inaugurate. Another new feature, he’s goingto recommend bottles of wine, he’s, an oenophile, and that i don’t think that qualifies for jargon jail, because i think people know what file is. He’s got cinephile, and each month, he’s, going toe as a wind kind of sewer is going to recommend a bottle of wine, twenty dollars or under. So stay with us for all of that. You’re listening to the talking alternative network. Duitz are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business felt and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s monte m o nt y at monty taylor dot com. Talking alternative radio twenty four hours a day. Welcome back to big non-profit ideas for the other ninety five percent. Scott, what else? What else do you want to leave us with around this volunteermatch ing between charities and the willing volunteers? I you know, i mean, there’s. Plenty of web sites out there. The technology is available. And i think that if if they organization is not no really utilizing the volunteers it’s probably a matter of not trying because obviously people want to volunteer. They want to give up their time and talents, and they’re really looking for just the right place to put it. So, uh, advice. You know, just go do it. Find a one of these websites that is free or an expensive sign up for it and put it out there and see how it works. Because apparently it is working to put a lot of places. You have another one. That’s. Ah. Also mentioned in the in the article at n p tech news. Dot com. Besides, so we we talked about volunteermatch dot or ge catch a fire dot or ge you have another one or two. Uh, disaster ready. Dot org’s is the one that’s uh, mentioned in there. And so that that one is another one of these, and what they do is they specialize in having things preview pre-tax four disasters and its specialized for those kind of things, and they’re you know, how to get mobilized howto find people kind of put things together before things happened, so it’s, you know, well, well intentioned, and it looks like they do a great job, although i don’t have any personal experience with them, okay? And is disaster ready? Also for individuals who want to gain skills for a disaster? I think it is. I know that it’s it’s put together by cornerstone on demand foundation, and so they do a lot of these kinds of getting ready kinds of things they’ve got food for the hungry america cares, they’ve got a whole bunch of these. Ah, no, i’m not really sure which one of these is, uh uh, does what? For which organizations but it’s another one of those that’s worth taking a look at if you’re non-profit looking for ways to make the best out of your best efforts with your with your volunteers. Okay, well, let’s, move to your other expertise. Claire told me on the break that, you know, file actually does qualify for jargon jail. So i guess i shouldn’t have let you know. I mean, you know what? You know. All right. Well, first, i think, well, we want to spell it. It starts with an o o and o p h i l e in a file on dh claire would know who belongs in jargon jail because, claire, you you created george jargon jail. I branded jargon jael and i came up with the term jargon, jargon jail. And i don’t know if this qualifies for jargon jail, because it qualifies more for, like, just words you don’t know. Jail. Okay, well, that doesn’t sound his fundez drug in jail, though. All right, sort of just like vocabulary vestibule. Another alliteration is all right. All right, scott. So you’re goingto each time you come on, you’re going to recommend ah, bottle of wine. That’s. Twenty dollars or under. What? What? What do you have for this month? Um, i have one that this is actually one of my very favorites. And tony, this is right up your alley. This is an italian line and you know one of the things. About wines is the story behind them. I mean, the taste obviously, is one of the things that what’s attractive about it. But this this is a this is an italian line it’s a valve pulawski piela which is actually a great with riot allies they call it and, uh, this is from the territory northern end of italy called verona, which, you know, is romeo and juliet and all that kind of thing. So it’s a kind of ah very historical place. And so this is a what i’m recommending is a courtier majoli two thousand eight val pulawski piela and this is a different about bullet shell. You know, most of these wines are you take the grapes to squeeze him, you know, you let them ferment tulani stick him in a bottle. Falik the easy way. This one here is also there’s a second process to this is a really posso alright p a s s o ripoff, so i’m not sure it’s literally that means route to re pass. So what they do is they take the grape skins after they’ve squeezed them and they set them aside and then after the wind has run through its first fermentation, they actually pour the wine back through the skins and been doing that. It picks up a little bit more sugar, a little bit more fermentation. And this amazing flavor it’s uh, it’s not sweet, although it sounds like there’s a lot of sugar in it, but it’s not sweet at all. Um and it’s just it’s. Just one of those things that you see, you try to put your finger where you actually your tongue on the flavor and it’s it’s tough to do. Interesting. Now i’m notoriously although i i have tasted lots of lines. I’m just terrible at describing flavors but it’s a, uh it’s a semi typical italian valpolicella, which is a kind of a dry wine. It’s got notes of maybe some raisins and some plum and that kind of thing. But it’s, one of those you really have to experience and first price, you know, it’s it’s. Fifteen dollars, which is just phenomenal. Okay. Are our first guests of sandra cats and talked all about fermentation. So this makes this makes a lot of sense. Of course. Wine. He mentioned all the alcohol products we talked about. Um, do you have a. You have an online source for your wine, or do you buy it? Ah, local shop or what way buy-in around here in this in this area way come to know some of the distributors. This one here we actually get from a local distributor. So even if i told you it was, it wouldn’t be any good, because right now, he’s probably not where you are. But i will tell you one one thing i’d like to plug and it’s something called the vino, the i v i and o it’s an app for your phone, for your smartphone or your tablet. I think you can get it online on regular website as well. But it’s a great tool because what it does is it allows you to take your phone and take a picture of the label of the bottle, and it automatically stands with those all this fancy ocr conversion. And then it looks it up and it says, oh, you know, two hundred people scan this one and they said it’s really good and they they they founded that these places to buy, and it should cost you around this amount of money and then you can put your own tasting notes in it, so okay, so, it’s a good afternoon. I’m on there. So if somebody does download that i’m on their good and follow me on there as well, we can share notes about line. So you need to do that, honey. Okay. Vivino okay, um, we just have about two minutes left. You mentioned notes of raisins. And i mean, are you able to taste different things when you are you trained that way. Your tongue, khun denote these things, these flavors? Well, as i kind of mentioned, i’m really bad at it. I have a couple of friends who are master sommelier is, you know, someone is the guy at the restaurant that comes around. We’ll cup around his neck and taste the line and says, you know, if it’s good or not, but they actually are, you know, that’s. Part of their training is the expertise of saying yes, this has, you know, i could taste rust. I can taste pencil, lead some of the things they come up with, just my goodness hazing to me. I don’t know what kind of restaurant you go to. I never had a guy, come around with a with a little cup around his neck. I really had waitresses and waiters hold out their hands for a tip. That’s not what this cup is for. You don’t put money in it, do you? That’s what? Subway somebody’s holding a cup of tea. Just put a dollar bill in it, but that’s not what you’re talking about. No, not now. Okay. All right. We have to leave it there, you know file, which is wind connoisseur, wine expert and technologist. Scott koegler, the editor of non-profit technology news at n p tech news. Dot com scottie, thank you for talking about volunteers. And thank you for talking about val pola piela. Thanks, tony. Take care. My pleasure. Claire meyerhoff. Any any enclosing notes for the show? I just want to say that you do a fantastic job with your radio show. I’m so very impressed with your interviewing skills and your your, you know, knowledge of your subject matter. And you’re over the top. She’s an old radio galaxies. The greatest guy ever. She’s a pro she’s a pro, used to be a w t o p in washington, washington i’ve worked at x. And satellite radio is a talk show host. All kinds of stuff. Thanks for being on the run. Thanks for being now and it’s all brought you to tony montana provoc radio thing comment pinnacle pinnacle it’s pete, you’ve achieved, you’ve achieved the zenith of your career. Thanks for being with a real pleasure having pleasure next week. First half of the show, i’m not sure it might be the overhead myth you’re familiar with that letter. I’m still trying to get the three co signers of that letter on this show. It might be next friday or if not, then we’ll do a interview from fund-raising day this past june. Also, jean takagi returns are legal contributor, and he and i are going to continue the discussion on back to board basics. Insert sponsor message over nine thousand leaders, fundraisers and board members of small and midsize charities listen each week so does claire meyerhoff with her cracked iphone. She’s she’s taking pictures dropped in with dr lee. It looks gross. I don’t know it’s amazing. They still work still works. You can contact me on the block if you want to talk about sponsoring this show our creative producer is claire meyerhoff. Sam liebowitz is our line producer. The show’s social media is now by deborah askanase of community organizer two point oh, welcome, deborah, and the remote producer of tony martignetti non-profit radio is john federico of the new rules. I hope you’ll be with me next week. Friday one to two eastern at talking alternative dot com. Co-branding thing. Good ending. You’re listening to the talking alternate network, waiting to get me anything. Get in, cubine, are you a female entrepreneur? Ready to break through? Join us at sixty body sassy soul, where women are empowered to ask one received what they truly want in love, life and business. Tune in thursday, said noon eastern time to learn tips and juicy secrets from inspiring women and men who, there to define their success, get inspired, stay motivated and defying your version of giant success with sexy body sake. Sold every thursday ad. Men in new york times on talking alternative that calms. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking tux sick medications, then come to the double diamond wellness center and learn how our natural methods can help you, too? He’ll call us now at to one to seven to one eight, one eight, three that’s to one to seven to one eight, one eight, three or find us on the web at www dot double diamond wellness dot com. We look forward to serving you. You’re listening to talking alternative network at www dot talking alternative dot com, now broadcasting twenty four hours a day. This is tony martignetti aptly named host of tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent technology fund-raising compliance, social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio friday’s one to two eastern on talking alternative broadcasting are you concerned about the future of your business for career? Would you like it all to just be better? Well, the way to do that is to better communication. And the best way to do that is training from the team at improving communications. This is larry sharp, host of the ivory tower radio program and director at improving communications. Does your office need better leadership? Customer service sales or maybe better writing are speaking skills? Could they be better at dealing with confrontation conflicts, touchy subjects all are covered here at improving communications. If you’re in the new york city area, stop by one of our public classes or get your human resource is in touch with us. The website is improving communications, dot com that’s improving communications, dot com improve your professional environment. Be more effective, be happier. And make more money. Improving communications. That’s the talking.
In May I was a guest on Nonprofit Boot Camp with host Jamie Bristow-Lavoie.
She and her team at NonprofitMatch1.com put together a collection of interviews as the Boot Camp and I’m included. There’s also Bob Penna who’s been a guest on Nonprofit Radio.
Jamie and I talked about the importance and timeliness of Planned Giving and Charity Registration. Here’s the audio interview:
That was back in May. Do you feel like I do, that summer is flying by?
I am enjoying it–and that’s reassuring–but it feels like the days have had only 14 hours. I feel like I’m owed time that passed without me in it.
Jamie Bristow-Lavoie, thank you very much for inviting me to Boot Camp! You’re a fun drill sergeant.
Tony’s Guests:Interviewing (R to L): Sheila Kelly, Pamela Mohr, & Wendy Kleinman at Fundraising Day New York 2013Sheila Kelly, Pamela Mohr, & Wendy Kleinman: The Event Leadership Puzzle
From the Association of Fundraising Professionals’ NYC Fundraising Day in June, our panel solved the puzzle for honorees, chairs, hosts and committees, from goal setting and recruitment to motivation and thanks. I was with Sheila Kelly, vice president of development at The Michael J. Fox Foundation for Parkinson’s Research; Pamela Mohr, executive director of FACES at NYU Langone Medical Center; and Wendy Kleinman, president of WK Planning.
Gene TakagiGene Takagi: Back To Board Basics
Gene Takagi, our legal contributor is back. This month we’re talking about who belongs on your board and for how long. Should your CEO be on the board? Is it OK if your CEO chairs? How about other employees? Should you have term limits? Gene is principal of the Nonprofit & Exempt Organizations law group (NEO).
This segment with Gene has a survey. Please take a moment to answer four questions. You’ll find it below. Thank you!
If you could also share it with other nonprofit professionals, I would appreciate it.
Create your free online surveys with SurveyMonkey , the world’s leading questionnaire tool.
You’re on the air and on target as I delve into the big issues facing your nonprofit—and your career.
If you have big dreams but an average budget, tune in to Tony Martignetti Nonprofit Radio.
I interview the best in the business on every topic from board relations, fundraising, social media and compliance, to technology, accounting, volunteer management, finance, marketing and beyond. Always with you in mind.
We’ll add a link to the audio as soon as possible after Friday afternoon’s show. You can also subscribe on iTunes to get the podcast automatically. View Full Transcript
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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent it’s july twenty sixth i’m your aptly named host. Oh, i hope that you were with me last week. I would suffer atrial fib relation if it came to my ken that you had missed maria cuomo cole on relationships miss cole, a philanthropist and board chair of help yusa, shared the professional value of all her relationships, including her mom and how they’ve helped her and help yusa succeed. We talked at the june meeting of executive women in non-profits part of new york society of association executives and tumbler tactics, amy sample ward, our social media contributor, co author of social change, anytime, everywhere and ceo of and ten, explained the value of tumbler, how to decide whether you should be in it and how to get started this week, the event leadership puzzle from the association of fund-raising professionals, new york city fund-raising day in june, our panel solved this puzzle for honorees, chairs, hosts and event committees, from goal setting and recruitment to motivation. And thanks, i was with sheila kelly, vice president of development at the michael j fox foundation pamela more executive director of faces at noon you langone medical center and wendy kleinman, president of wk planning also back to board basics jean takagi are legal contributors back this month. We’re talking about who belongs on your board and for how long should you ceo beyond the board? Is it okay if your ceo chairs? What about term limits? Jean is principal of the non-profit and exempt organizations law group between the guests on tony’s take two my block this week is women’s touching relationship stories my pleasure now to bring the event leadership puzzle to you from fund-raising day new york city last month here’s that interview welcome to tony martignetti non-profit radio coverage of fund-raising day two thousand thirteen, we’re at the marriott marquis hotel in times square in new york city, and our subject now is event leadership with me r sheila kelly, vice president of development for the michael j fox foundation for parkinson’s research on in the middle is pam moore, executive director of faces at noon you langone medical center, and wendy kleinman, president of wk planning limited ladies welcome it’s a pleasure, wendy let’s, start down the other end. There what what’s the trouble with that non-profits have of the challenges that they have around event leadership. Well, i think there are a lot of non-profits today, everybody is vying for the same dollars and everybody’s buying for the same audience everybody would like to have the same leaders at the helm, many of whom have been over asked, and i think it’s also it’s identifying, you know, the right match when you invite somebody to take on the leadership role it’s important that you identify what the organization’s needs are and you try to find the right person teo approach that matches and believes in your mission and who feels that they can help you raise the funds you need. Okay, pam, these thes leadership positions can take a lot of different titles, right? A lot of a lot of possibilities. What a quaint listeners with what, what the scope is that we’re talking about. It could be anything from being an honoree to an event where you’re expected to bring in a certain amount of revenue, either giving it or getting it. It could be whether you’re chairing an event, it could be whether you’re sitting on a benefit committee vice chairing an event there are so many different titles, so many different forms of event leadership, but the most important common theme is that everybody needs to know what their expectations are in advance, so they understand what their role is in your event. Okay, making expectations very clear and i guess also gold setting, i guess. Sheila, for the event itself. Yeah, it’s, it’s, tremendously important to be very clear from the outset what your goals are for the event, both from a revenue perspective and also just what you’re trying to achieve for the for the organization and making sure that the people that have a leadership role with that event no, what what they need to do to help achieve that goal on dh, that i think when you find the right people and they know that they are part of something that, you know, there’s there’s a distinct goal for they’re going to be more willing to sort of step up to the plate and take on what you’re asking them to d’oh okay, now we just have about twenty minutes together. So why don’t we start at least our focus and maybe we’ll end there. We’ll see with the committee. Get your volunteer committees. What? What? What kind of what committees are we looking to recruit? First, i think it’s very event specific. It depends on the kind of event that you’re hosting. So if you’re hosting a golf event, for example, your committee could be helping you plan the event. They could be helping you with all the details. But if it’s your gala and, you know, we have a large gala, really? We look to our committee’s simply for fund-raising and for forgetting new people to come to the event and to help us expand our network. So i think it’s it’s about being sort of clear about with the specific events what you’re looking for, people to d’oh. Okay. And how do you start the recruitment process? A tte michael j fox foundation for us for bone event volunteered for event volunteers. Now we really do look within our network. We have so many amazing supporters who care about our work. I think that that’s key. You want to make sure that the people who are are involved have a direct connection to to your mission and to what you’re what you’re trying to achieve and so looking within first before going outside makes a lot of sense because there are people right there who are going be willing and able to get involved, and so that’s that’s typically where we start and also people self select, you know you will have people within your network who will who will raise their hand and say, please let me know how i could be of help and it’s if that person is, is the right fit. You know you should take them up on that for sure, pam, what wanted your quaint listeners what’s the work of faces at the gnu lango in medical center? So faces stands for finding a cure for epilepsy and seizures. We are an organization within and why you and go on medical center that raises funds for research, education programs, advocacy for patients with epilepsy and their families. Okay, and where do you start your recruitment process for event volunteers? So i’ve lived two very separate lives, one working for a major health care non-profit and the other one now it faces, which has only been eight months what’s so amazing to me. About my job now is that i’m dealing with a grateful patient fund-raising so i work directly for dr orrin devinsky, who is the director of the comprehensive epilepsy centre at n yu, and we work directly with the people that we impact every day. So where i’m looking for events, volunteers or donors or chairs or honorees, they’re all people that have been impacted some way by the comprehensive epilepsy centre and a recipient of some service that we’ve provided so it’s building relationships with the existing folks that have been involved and seeing who they know that they want to get involved and then being introduced to new people. One of the things that were actually looking to do with our board is to create a board event. We really want to get the word out. People don’t know enough about epilepsy, seizures and how common it is, and one of the ways that we want to do that is not just our gala, because not everybody wants to come to a gallon, so we’re working with our board to develop an event where they invite some of the individuals that they network with so they can hear. About what’s been going on in the world of epilepsy right here. When did you have advice for smaller and maybe midsize shops that that may not have the internal constituency? Teo look to first for event volunteer leadership. Well, every organization has somebody who is in charge, and that person is out in the world all the time. So what we do is we try to encourage every mind, whether it’s, the board or it’s, a executive director or the director of development, or even if it’s a small committee made maybe two or three people that they should always remain cognisant of of a good candidate is just in their travels through life, you know, in the workplace or in their social life. Oh, you know, we mentioned earlier in the panel, you know, everyone goes to cocktail parties and many people have jobs full time jobs in addition to the non-profit work they volunteer for so on, and then, you know, you talk about what you do, and if somebody expresses an interest in wanting to learn more that’s someone who could be a potential candidate to get involved in your organization. So that’s one way of looking at the outside to bring people in, they don’t have the infrastructure to pull from, like, a donor of strong donor-centric urging those conversations and basically that’s essentially good branding to yes, people should all your people well outside fund-raising should always be talking well about the organization and and know what it’s needs are, i think, and those needs might be event leadership volunteering. Exactly. And i think it’s it’s learning how to talk about what the organization was also in a very friendly, approachable manner on dh to make it interesting because people want to know who you are, what you like to do and where you spend your time what’s our next step, then wendy, you’re the consultant on the panel what’s the next step, after we’ve identified some people who are potential leaders of the event, how do we start to approach? What should we be talking about with them? Well, i think you can you can meet on a one to one basis. Maybe initially, teo, explain all the different areas where the organization might need some health. It could be joining the committee. There might be a greater interest in the board, which has a bigger picture approach, or the gala committee, which might be specifically for one event. Uh, and everybody has their different strikes. Some people are better at selling table. Some people are better at bringing an auction items. Some people are better at selling journal. Latto. So i think, it’s it’s, having that discussion and trying to find someone’s comfort zone and really assess their capabilities, where their strengths are, ok? And i think it’s a mutual decision sometimes, and that makes a lot of sense for all volunteer positions. Really? Yeah, from the board. Teo teo. Someone who’s, doing something, not his time consuming but way, want to be engaging people where their interests are. Okay. Talking alternative radio twenty four hours a day. 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So gain special access to the ivory tower. Listen to me. Very sharp. Your neo-sage tuesday nights nine to eleven new york time go to ivory tower radio dot com for details. That’s. Ivory tower radio dot com e every time i was a great place to visit for both entertainment and education. Listening. Tuesday nights nine to eleven. It will make you smarter. Hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com durney yeah. Sheila. Pam, do you want to share how you approach people for for these kinds of positions? Anybody wanna with your first up? You know, for us, really? It’s it’s, the relationship building in stewardship is is sort of the most important piece, right? And i think to wendy’s point people have different strength. And so when you find someone within your network, or or someone who’s new to you realising what they want to be involved in, there might be someone who is very interested in events. There might be someone who’s just interested in helping to to find new donors. There’s, you know, there’s lots of different ways that you can engage with people in it. What we what we refer to it, the fox foundation is giving someone a seat at the table, you know, having them feel that they are, they might. They have separate work outside of what, what they do with the foundation. But they are an extension of what we do and making sure that they feel that they’re armed with the right tools in the right messaging so that they can speak to the work of the foundation as well. I think that’s hugely important you want you want all the people who are associated with your foundation and with your mission out there talking about the things that are important and it’s the job of of the internal people to make sure that they have all the right information, that they’re on the support that they need? Absolutely what do we do now? So we’ve recruited suppose there are some committee members who aren’t quite pulling their weight, sam, i imagine that gets frustrating to those who are how do we how do we deal with that situation? I’ve dealt with that situation many times, so i think the first thing that actually needs to happen is and we had talked about this earlier is roles and expectations. I think that when you’re working with an event committee, the most important thing that you can do from the beginning is give them the rolls and expectations, so they understand exactly what’s expected of them this way. There’s really no question about what they’re supposed to be doing and what the result is supposed to be. These committee members need to be treated as leaders because most of them are probably leaders in their industry, they need to understand that the event that they’re working on, you know, the funds raised for this event are directly impacting the mission of the organization, and they have tto take ownership, and they have to own the actual event and understand that what we’ve, you know, and we’ve talked about this earlier during our session, what tends to happen is that if you do have individuals that aren’t pulling their weight on the committee, but you have people that are many times those people will almost self select away from the committee because they understand and recognize that they’re not doing what needs to be done in order to get to make it happen. Ok, in order to reach that goal, all right? That’s helpful? What if they don’t start self elected? Sometimes it could be it could be a problem, obviously, i you know, i’m a shoot from the hip kind of person if there’s somebody who’s not pulling their weight and they’re bringing the rest the committee down, it would probably be an individual conversation with that volunteer and letting them know that, you know, this is really what we expect for. The level of what this event is, perhaps this isn’t the right police for that particular volunteer, maybe there’s another part of the organization a lower level event, some sort of program we understand that they’re completely passionate about the mission and the cause, and they want to continue to remain involved. But maybe this particular event isn’t the right match for them and let’s identify what might work and as long as you know you can find that place for them, they’ll be happy. They don’t want to be a part of something where they feel like they can’t give what the other people are giving that’s also kind of, you know, it’s, it’s, it’s not a comfortable place to be. I would think. Sheila, what about having the committee organize themselves in terms of who’s going to be a leader? Who’s going to take on? What do you prefer to see? The committees decide that among themselves or you appoint people once they’ve agreed to be part of a committee, appoint them to certain certain positions we typically help with a structure. This is it’s really more apparent in some of our smaller events that are led through? Our community fund-raising armed with team fox way. Find that people really do want teo want to know what what we need of them. And as we were talking about in the panel, people that do this for a living, we would probably we were all on a committee. We would self select ourselves, right? And we would be able to divide ourselves up. But that’s not everyone’s, core strength. And so i think guidance in this area is key. And if you if you have a group of individuals that are passionate and they want to help and they want to get involved, helping them with the structure is very important in terms of the overall success of the event. Okay? Anybody want to add tio having the committee cam or wendy having the committee decide among themselves and versus lending structure? I think that there are some individuals, you know, much like sheila had said there are some individuals that might know, you know, if we were on an event committee, we would probably know what we would be good at. Whether i would be really great it’s sponsorships and shell. It would be really great. A ticket. Sales or whatever that looks like and every so often you obviously want to honor the request of a committee member that says, i really want to work on this, you know, and what i usually do with the committee when i am dividing them subcommittees, i give them a interest for him and they’re going to fill it out, and they’re going to indicate what theywant, obviously, i don’t want to put somebody in a role where they’re selling something if their strength might be planning, but most of my committees that i have formed, we’ll have some sort of fund-raising, you know, commitment to it, but that level might very depending on each individual person, so i don’t necessarily let them make their, you know, they can select what they want, but in terms of the overall leadership structure and setting that up and dividing them up and letting them know and, you know, i’ve handled that as a development professional, okay? I’m sorry, wendy, was there something you want to add to that? Well, as consultants, we’re we’re a little bit more objective, and sometimes we can observe a committee in a different way because we’re not. Dealing with them every day like hammond, sheldon might be in the sense that their internal so, you know, we’re asked for opinion about almost everything when it comes to putting an event together, so that includes sometimes helping to identify who we feel or who we would recommend to be the chairs, for example, who shows the strength. Dahna and because sometimes the committee members themselves were just too close to one another that they can’t single each other out, so we’re standing a little bit apart, we could say, well, we think that she would be a great chair and then and that person would be a great co chair, and this person probably shouldn’t leave the auction the auction chair, for example, because they’ve been so influential ins and busy obtaining auction item, so sometimes the strength or more apparent to us and they are even to them, to the committee members themselves, so we just helped them identify that guy. What else can we say about these events leadership committees? I haven’t i haven’t asked you about more more advice around. Go ahead, i think one of the things that also came up in our most in the most recent panel that we just had is the importance of treating the committee as as a leadership group on treating them like a professional group of individuals who are there to help move the mission of the organization forward giving them, you know, in addition to setting the expectations that i mentioned before making sure that they have all the tools that they need in order to be the best that they can be, whether that’s making sure they have a budget, making sure they have a timeline, they need to understand what this event needs to gross. We need to understand the expenses behind the event, what it needs to net at the end of the day as well. They need to have those clear Job expectations 1 of the best examples that i had given is making sure that, you know, if let’s say you have a committee and they’re actually submitting a list and there soliciting individuals, making sure at the end of each week there’s a spreadsheet that’s organized by solicitor, so every single person on that committee understands what money’s come in, who is responsible for bringing it in how much and where they need to be to do this on a weekly basis. I’ll do it on a weekly basis during events season. Absolutely. So i think, it’s, just the same way that you would handle it like a business. You want to handle your event committee the same way they want to understand, they need to understand that you’re taking this seriously. This is serious. Without this money, the mission of your organization is not going to move forward, and i think if you treat it that way, they will treat it that way and it’s a mutually respectful and professional relationship. More more you want, i couldn’t agree more. I mean, transparency is imperative when you’re dealing with planning of events, and when you’re working with the committee, they need to know exactly what expense structure looks like what the revenue expectations are so that they can feel a part of it, you know, events event fund-raising is expensive. It’s it’s, one of the more expensive ways to raise a dollar and anyone that does it for living knows that. And so there’s always that balance of making sure that you’re keeping your costs down, that you’re doing that. You’re maximizing your investments, and again, many of these committees air filled with people who run their own businesses who have great perspective in this area and and using them to there, you know, to the best of their abilities is actually makes your event even better. It sounds like this kind of work for ah volunteer could be great cultivation to be, be enhanced, enhance the they’re their own giving, or maybe expand their volunteer rolls in the future. I mean, if there’s that kind of transparency and they see that it is run like a business, as you say, sounds great cultivation from or more activity, whatever, whatever, yeah, whatever form that takes, we’ve seen people move at at the fox foundation from someone who just gets involved at the team fox level who running, running a marathon and fund-raising from their peers to then joining, you know, our leadership council, which is sort of a junior board of directors, and you know that that level of engagement just continues, but it’s about making sure that you’re cultivating that relationship from the beginning in the right way, especially for people who want to who want to have a greater involvement with your foundation and i think it’s giving him that experience too, you know, it’s making sure that they’re having a positive experience. One of the best feelings that i have is when i’ve transitioned a committee that might not have been functioning as well in the fund-raising side and giving them these tools and providing, you know, changing the structure of a committee so that it functions the way we’ve been talking about and then having them get so excited about it. And then when they come to the event and they see this, you know, seamless, amazing galla golf cocktail party, whatever it looks like, they want to get more involved, and then they want to recruit other people to get more involved so it in turn by doing it this way, it might be a little bit more work on errand, but in the end, it’s going to increase our revenue and it’s also going to expand our relationships within the whole community. We have to leave it there, ladies. Thank you very much. Thanks for having us. Thank you. Pleasure. All three. Thank you. Sheila kelly ceded closest to me. Is vice president for? Development. Michael j, fox foundation for parkinson’s research pam mohr is executive director of faces finding a cure for epilepsy and seizures at the gnu langone medical center. And when d kleiman is president of wk planning limited again. Thanks very much, ladies. Thank you. Thank you for being with me. Tony martignetti non-profit radio coverage of fund-raising day two thousand thirteen. Thanks so much. And my thanks. Also to the organizers of fund-raising day twenty thirteen, sponsored by the association of fund-raising professionals. New york’s, greater new york city chapter. Gotta live listener love lots of new yorkers. Massapequa, new york, new york and brooklyn, new york. Welcome, live listener. Loved to you also new bern, north carolina. Gonna be there very soon, very soon. And washington, dc all up and down the east coast. Where’s there’s, nobody east of ah, nobody west of philadelphia and, well, we got santa. See joe argentina, that francesco or alejandra? And also ottawa, canada. Welcome live listener love to all of you will hit asia shortly. Right now we take a break for a couple minutes when we come back. Tony’s take two and then gene takagi with back to board basics. Hang in there. You didn’t think that shooting getting dink, dink, dink, dink. You’re listening to the talking, alternate network, waiting to get in. E-giving good. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you, too? He’ll call us now at to one to seven to one eight, one eight, three that’s two one two, seven to one eight, one eight, three or find us on the web at www dot double diamond wellness dot com way. Look forward to serving you. Hi, i’m lost him a role, and i’m sloan wainwright, where the host of the new thursday morning show the music power hour. Eleven a m. We’re gonna have fun. Shine the light on all aspects of music and its limitless healing possibilities. We’re gonna invite artists to share their songs and play live will be listening and talking about great music from yesterday to today, so you’re invited to share in our musical conversation. Your ears will be delighted with the sound of music and our voices. Join austin and sloan live thursdays at eleven a. M on talking alternative dot com. You’re listening to the talking alternative network. Schnoll hi, i’m kate piela, executive director of dance, new amsterdam. And you’re listening to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. Hi there, welcome back, i want to also send along with the live listener love podcast pleasantries, especially to germany, gooden dog have lots of german listeners to the podcast, from a site called podcast that d so good in dog to all end and podcast pleasantries toe all the german listeners. Time for tony’s take to my block this week is women’s touching relationship stories? Remember last week you heard my interview with maria cuomo coal, which was pre recorded at a meeting of executive women in non-profits after that, we opened the discussion of relationships to the group and lots of women shared very touching stories of people who have been important in their lives and help their careers. And i included just a couple of minutes of the group discussion in last week’s clip, but the whole discussion was about twenty minutes and it’s really very uplifting on dh very tender, and that video of the video of that interview is on my blogged at tony martignetti dot com and it’s, also on youtube, if you prefer to go there directly the channel israel tony martignetti cem very tender and touching stories from executive women running non-profits now and the audio is much better than it was in the clip that i played for you last week. And that is tony’s take two for friday twenty sixth of july thirtieth show of the year and show number one hundred fifty two. Jean takagi is with me. He’s, principal of neo the non-profit and exempt organizations law group in san francisco. He edits the popular non-profit law blogged dot com and he is at gi tak on twitter. Hello, jean takagi. Welcome back. I’m tony, thank you for having me, it’s. Always a pleasure. Thank you for joining us from the west coast. We’re talking about cem cem board basics this month on dh specifically, who should be on the board. And maybe for how long? Let’s. Start with the well, let’s start before we get into individual people. Do you see trouble or or challenges a lot of times around who belongs properly on a board? Well, i think a lot of organizations right now, tony, are struggling with recruitment, trying teo attain diversity. Getting a different skill sets on the board. Different representations of populations. Um, at the same time, it seems that the boards are very underutilized asset of many organizations in terms of the valley that they’re adding, or at least in terms of how the ceo or the executive director perceives the value add of the board of directors. And i think i’m going back to some of the board basics. Is a good place to start and explore some of these issues about not only what that board could be doing. But what, what aboard should be doing. You since you mentioned the ceo and their role with respect to the board, we polled listeners before the show and asked if your ceo is a boardmember and forty percent said yes, sixty percent said no. Should a ceo be a boardmember great question, so i think they’re different stages of evolution of organizations where whether the ceo belongs on the border not may change, and i’m going to sort of give you kind of the lawyers disclaimer about that i’m dunaj unconscionable thoughts on this, but there’s always going to be some exceptions tease general rules, and my general thought is tony, is that once an organization is matured, having the ceo or executive director on the board of directors can be troubling because of the potential conflicts of interests that are involved. And the big one is that the board is responsible for overseeing, evaluating the performance of and determining the salary and compensation of the ceo at the same time. If the ceo is on the board that is overseeing himself or herself, you can see the inherent conflict that’s involved. What couldn’t they? Couldn’t they recuse themselves from any discussions off of those issues? Yeah. Absolutely, and i think that’s commonly how organizations treated so if they’ve got their ceo on the board, whenever it comes around, too evaluating performance or determining compensation, the ceo recuses themselves from the board and the rest of the board makes that decision. However, that seems teo sort of discount the possibility that decisions on programs and finance and budget don’t also affect the ceo personally and the ceo very may very well have a personal interest in all of those aspects of an organization that are very important for boards latto oversee and make decisions on, and if the c e o by virtue of being on the board, i can control the board discussion and analysis of these issues, then it really creates a problem and allows the board to sort of get away from from mid duties of acting as the check and balance to the ceo. So is it not sufficient than let’s? Say we have a boardmember i’m sorry, we have a ceo who’s a boardmember um if they can contribute, but they don’t vote sounds like i mean, they still could they still control the discussion, but then they don’t have final decision. Making authority because they’re not a voting member of the board. It’s a great question the night, you know, i see lawyers actually struggling with this idea in many states and in california, we actually recently made a change or a proposal to a change in in the statutes about what is a director, and i think for most lawyers, the idea they want to get across to their clients to their non-profit clients is that there really is no such thing as a non voting boardmember and the reason for that is because boardmember have fiduciary duties, and they’re ultimately responsible for the management of their organizations. So while they khun delegate duties, toe officers and executives and ceo, they ultimately hold responsibility for what happens with the organization, and you can’t really ultimately hold responsibility is a boardmember if you can’t vote on the issues ah, yeah, so there really is no such thing as a non voting boardmember nonvoting director. What you may have, though, is a ceo or executive directors that is invited to attend in and participate in all of the board meeting’s except when the board meeting go into executive session and determining when the board should go into executive session without having the executive director there so that they can actually tied it by themselves on independent of the director, determine what is necessary to direct the organization and the future toe oversee the organization, how it’s doing in the present and in the past and do a little of what i’m going to quote somebody else’s term that they coined the lucy markets is a governance expert out of the uk, and she calls a stargazing about planning for the future and trying to determine how teo look into the future and make sure that the organization is ready to be able to respond to future challenges and take advantage of future opportunities a great role of the board that they probably don’t do enough for most boards don’t do enough of this when the ceo is they’re trying to ground everybody to the present, sometimes that future stargazing aspect is lost. So those are some of the reasons why maybe the ceo just recusing themselves at certain times isn’t isn’t the best idea. Well, that kind of cells short, visionary ceos, i mean, every ceo is not going to be wedded. To what’s happening this quarter in or this year and i think a ceo could be visionary and be looking fifteen, twenty years ahead doing that stargazing also, yeah, absolutely. I think we would hope that that when when, as a nonprofit organization boardmember myself, we would hope that when we hyre are ceos that we are looking for somebody that that has that inherent ability to be able to stargaze and be a visionary and a champion of that vision. On the other hand, i think we know, especially for smaller organizations, tony, and you’re probably well aware of this as well. Ceos are so burdened by the work of the day to day management of the organization that sometimes they just don’t have the opportunities, even if they have the skills t able to engage in that type of stargazing and board members may be in better position to bring their valley. So that added value that we talked about that board may not be giving enough of to an organization that’s, a really strong air in which they could do it and having the ceo lead, that would be great if that’s possible and then having the board, you know, sort of be the counterbalance and check, uh, to the ceo. Perfect, but if if the board is just relying on the c e o to champion all of the vision and determine what the vision is of the organization, he may not have the healthiest organization around let’s, go back to something you said a few minutes ago, jean the that you can’t really have a nonvoting boardmember because that that abila gates, the fiduciary responsibility of a boardmember was that i’m sorry was that was that california law or that’s a california proposal? What? Well, that’s california law and i think, while it may not be stated explicitly in other statutes, are depending upon what state your urine, i think that’s the general idea of most, if not all, of the states, that we’re not really supposed to have somebody who is a boardmember with the fiduciary duties of a boardmember, but otherwise unable to to vote on any of the issues do corporations for-profit corporations struggle with this? Also mean, my sense is that it’s routine for a president ceo to be a board member of a corporate board? Do you do you know? Do they struggle with this the same way? Non-profits are they absolutely do? Tony, this is a major topic of controversy and has actually been hitting twitter a lot in the for-profit circles as well among the governance experts and it’s close to a fifty fifty split about whether ceos they’re going to serve on the board of directors neither mainly mainly for larger public organizations. Oftentimes again, yeah, that the board is supposed to be the check and balance to the ceo and to bring the ceo onto the board might start to facilitate this rubber stamp board that just sort of agrees with a ceo and sort of puts all of their trust and relies on the ceo’s opinion just too far rather than acting is the check and balance, but it goes both ways because, you know, we haven’t really talked about the benefits of having the ceo on the board, and there there are some benefits, especially in the early stages of an organization. Do you have a visionary ceo? The only way that that ceo and possibly that’s, the founder of the organization to recruit the best members onto the board? Maybe if the ceo is on the board himself or herself because they’re the draw. They may be the draw to the organization, and without that person’s leadership, that organization may not be able to evolve to the next stage where, you know, i’m talking about where hopefully a cz the organization mature a little bit that you can get to a phase where their partners, the ceo on one side and the board of directors led by chair of the board on the other side, rather than blending the two together. But that may take a little bit of time to get to that stage, especially for small organizations, really depending upon the champion of the organization and its mission being the founders ceo and the boardmember all, at the same time, another advantage to having the ceo on the board sounds like would be that the other board members would be not so likely to get intruding into management day today. Issues. Yeah, but that’s that’s actually a good point. So sometimes, while directors ultimately have the authority tio and the obligation to ultimately manage the the organization that’s collectively, as the board of directors individually, board members have no inherent powers. At all. So that’s that’s something to really think about individually, director’s really don’t have powers unless they’ve been delegated to them as possibly officers of the organizations are agents for some specific tasks, but it’s a boardmember just by virtue of being a boardmember shouldn’t start directing employees of the organization and telling them what to dio even the executive director or ceo because it’s the board collectively that that overseas that that and not individual directors so i’m good, really good point let’s move to having a ceo chair, the board? What what’s concerns there. So all of the concerns of having the ceo being on the board of directors as a director are amplified when the ceo is also the chair of the board, and interesting enough, this was a recent article in the non-profit quarterly where and author just took the opposite position not now, fairly advocating it in all cases, but sort of making us aware that, well, sometimes a compensated ceo cancer because the chair of the board and it may be perfectly appropriate because what they want to do is completely aligned with what the board wants to do, which is advanced the organization’s mission is effectively and efficiently as possible, and if again the board doesn’t have a champion to do that other than this is the ceo, the ceo is almost resigned, teo being a member of the board and leading it forward so that part of the argument that that that author made but they’re the cons are again is that you can really encourage a rubber stamp board, you can lose the checks and balances that you’ve tried to design for the board, and ceos can, even without knowing that they’re doing so, make decisions that are based not necessarily in the organization’s best interests, but in the ceo, you know, ceos best interests as well, and not in terms of sometimes in terms of making more compensation for themselves or protecting their own job status, but sometimes it can be for more innocent reasons. Just the ceo thinks a certain way about a particular project and wants to protect that project ahead of others, perhaps, or looks to the present more than to the future of the organization and again in wanting to protect everybody, all the employees from from facing layoffs or anything like that doesn’t want to make that difficult decisions that might improve the effectiveness and efficiency of the organization in future, and really holds to the status quo, because there’s so many personal interests that are involved as well that the ceo maybe, like, here she is safeguarding too. So that’s where the board you know, it’s kind of this objective party from the outside looking in, khun really provide this different perspective for an organization. If you have the ceo of the chair of the board, designing the agenda of the board, being responsible for the education of the board and orientation of the board and preparation of all the board members before every board meeting, everything can get planted in a certain way to sort of direct everybody else to just approve. But the ceo is recommending and that that’s the danger of having a ceo is the chair, the listener pole. If if your ceo is a boardmember does he or she chaired the board, only thirteen percent said yes, and the other eighty seven percent said no that they don’t have that. We have just about a minute before we go away for a couple of minutes um, you’ve seen cases where the there’s, a volunteer chair of the board, and they’re identified as ceo of the organization. Yeah, and and that’s that’s kind of an interesting fact pattern that that oftentimes takes place even if the by-laws don’t say anything. So if you’ve got an executive director hired but your state law says that either the president or the chair, the board is the ceo, unless the by-laws state otherwise, even though you haven’t executive director, the chair of your board, maybe the ceo just by default of the law because you’re by-laws don’t say anything else, and that may not be a great place for a volunteer chair of the board tow want to be in should anything ever go to court and that person be held responsible as the ceo of the organization for understanding and knowing what the organization is doing on a day to day basis? And aside from the legal aspect of it, i think that would diminish the authority of the paid executive director. Absolutely. Here you’re absolutely right, and i wantto point to something that was on the april twenty sixth, two thousand thirteen show the guest was eugene fram, and he and i talked a lot about the title ceo versus executive director and how that and how executive director tends to diminish the authority of what, what he recommends. B b the ceo. We have to go away for a couple of minutes. When we come back. Jean, i’ll keep talking about board a six. Hang in there, stay with us. Dafs you’re listening to the talking alternative network. Schnoll are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s monte m o nt y at monty taylor dot com. Talking alternative radio twenty four hours a day. God, that’s. More live listener love. Ah! Houston, texas. Yakima, washington. Rocklin, california. Outside sacramento. San francisco, california. And a masked us avenger listener. Tokyo, japan durney chua and we know that it’s francisco imbriano zara is francisco welcome. Lots of masked listeners in japan. Also bunch of mass listeners in japan, seoul, korea and goose on korea on your haserot and chung ching, guangzhou and shanghai, china. Ni hao, so happy to have all the live listeners. Love i love sending live listener love it’s, more like my live listener love, then love going out to you because i love doing it. Jean let’s see that’s ah, let’s continue with the possibility of having other paid employees or even contractors on the board. Seems to me this is getting messier the further we go, yeah, it can get messy hair as we go along and, you know, here in california, we actually have ah, state law that says for non-profit what we call public benefit corporations. So those air, the charitable organizations that are not not religious and focus, um, on lee up to forty nine percent of the board may be compensated or related to someone compensated and that’s, whether as an employee or an independent contractor, so a majority of the board essentially must be interested or not compensated or related to anybody confident no, jean, that still seems too high to me. Forty nine percent, i think, should be, like, ten percent. You know, most states actually don’t have that law at all in the vast majority of states don’t have that. So i agree with you that it would be great to have a small minority of the board compensated so the board can be can be the real checking balance in terms of making decisions that are not beneficial primarily for the employees directors, but primarily for the mission of the organization in most states don’t have those laws. And i think part of that is to accommodate some smaller boards where they may only be three or four board members to start out with. And you do have the founder, who’s compensated on the board and, you know, so e-giving ten percent, which would be very tough. Well, all right, well, then, say one out of force, you know, based on the size of the board. But but it seems risky tohave employees or even do you see this case where it’s it’s other employees or even vendors to the organization on the board? Yeah, way, absolutely, tio i don’t know, i don’t know, maybe i’m it just sounds crazy to me to have especially vendors on the well, no, actually, they’re equally bad to me vendors and and other paid employees aside from the ceo, i just don’t think they should be on the board at all. Yeah, you know, i for the most part again, generally, i would say i would agree with you, you really lose out on all the checks and balances that we talked about, even maur if you’ve got not only the ceo on the board but other employees or contractors as well, and then what about the situation, tony, if the ceo is not on the board but one of the vendors is on the board now, that creates, like this unusual situation where the ceo is really responsible for making sure that bender’s is performing under whatever contract that they have. But the vendors sits on the board that oversees the ceo and can affect the performance or even the retention of the ceo and that that’s kind of crazy, isn’t it? Yes, that’s, i can’t. I can’t see a case where a vendor or contractor to an organisation belongs on the board. I don’t care, even if they’re volunteering their time and the value of their services, or whatever, they, whether they’re volunteering or being paid, they just don’t belong and an employee’s equally bad. You know, some employees are on the board, but not other employees. I mean, what does that do to the peer-to-peer relationships, working relationships in the office? Yeah, they can’t create problems, but let me take the other side for just a moment. That lawyers love to do this right, then so let’s take the other side and say, well, what about a vendor who has been a great vendor paid vendor to the organization that’s been giving discounted rates to the organization all along knows the organization really well on dh if you continue to use that vendor, you just get far better value than you would by using any of her his competitors out there. And now you feel like the vendors so aligned with the mission of the organization, you actually value the perspective that this person could bring to the board and no one invite them onto the board. But you don’t necessarily want to take away this advantageous business kind of action that you have with this vendor, and you may be paying double if you go out and bring them on the board, but not continue to use their services. That may be a case where i say that’s, ok, you’ve to be very careful about this, but that may be okay to bring that vendor onto the onto the organization and in, you know, in a slightly different matter. What if you’ve got a board member? Who’s not a vendor right now, but he says, hey, i can leave my, you know, that’s, an extra business space, and we’re looking to expand i can offer you a lease that, you know, just half the price that you’ll find anywhere else, and you go ahead and have the all the independent board members of that that statement to make sure that what actually is much lower than when what fair market value would be for that space, and that may be another case where it’s okay, the boardmember eventually becomes the landlord of the organization, but that may be okay as well, but you do need the check and balance of independent board members to prove those type of transaction. So you’re not just relying on somebody saying that, yeah, we’re way cheaper than everybody else, you’re actually verifying that with the independent boardmember okay, well, i’m not willing to go that far with you. I think the the vendors perspective can be brought in by the by the ceo so that i think the perspective could be represented. And, you know, if the person loves the organization so much the way you’re describing it, i don’t think they would double the price just because, you know, way didn’t put them on the board. All right, i don’t need to do neither do i, tony, but, you know, it’s interesting board source, i believe, are no urban institute did a study of non-profits that have they’re they’re contractors on the board, and forty five percent said it would be difficult to terminate that relationship that contracting relationship and but only seventeen percent, haywood said it would be very difficult terminate that contract relationship and still keep that member on the board. So it’s an interesting thing, i think generally i agree with you, we don’t like the idea of having them on the board because of the conflicts of interest, but i can understand situations sometimes went when it might be appropriate. You’re more understanding than i am. Jean wait, we have to leave it there to be continued let’s do aboard basics again because we didn’t get to term limits. And then there’s also the question of, you know how often should the board meet? And i’ll bet you have some other topics. So let’s do board six again next time. Okay, that sounds good. I look forward to it. Excellent, i do to thank you, jean takagi, yet it’s the non-profit law blogged dot com and on twitter he’s at g tak thank you again, jean next week, a new feature out of the blue we’re going to bring people in that have offed be jobs and a connection to non-profits of course we’re going to start this with sand or cats he’s a fermenter, and actually he called himself sandorkraut and we’re going to talk about the history, benefits and methods of fermenting foods and he’s got a simple sauerkraut recipe and in a future out of the blue, we’re going to go from sandorkraut to santa claus, we’re going to bring in santa claus and mrs claus, they’re going to be in the studio in october, kicking off their busy season next week. Also, scott koegler returns he’s, our technology contributor and the editor of non-profit technology news he’s also in ina file, so that means fermentation is bad for scott koegler you want to follow me on twitter, i’m at tony martignetti our creative producer is claire meyerhoff. Sam liebowitz is our line producer, the remote producer of tony martignetti non-profit radio is john federico of the new rules, and we’re saying goodbye to regina walton of organic social media. We’ve had a terrific three year run with regina she’s, been with me from the beginning of the show, and you’re listening because regina promoted the show and you saw her good work, and that brought you to us. Thank you very much for gina it’s. Been a pleasure. I hope you’ll be with me next week. Friday, one to two p, m eastern, a tucking alternative broadcasting at talking alternative dot com. E-giving intending to be a good ending? You’re listening to the talking alternate network. Get in. 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You’re listening to talking alternative network at www dot talking alternative dot com, now broadcasting twenty four hours a day. This is tony martignetti aptly named host of tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent technology fund-raising compliance, social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio fridays one to two eastern on talking alternative broadcasting are you concerned about the future of your business for career? Would you like it all to just be better? Well, the way to do that is to better communication. And the best way to do that is training from the team at improving communications. This is larry sharp, host of the ivory tower radio program and director at improving communications. Does your office need better leadership? Customer service sales or maybe better writing are speaking skills? 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Maria Cuomo Cole, philanthropist and board chair of HELP USA, shares the professional value of all her relationships (including her mom!) and how they’ve helped her and HELP USA succeed. We talked at the June meeting of Executive Women in Nonprofits, part of the NY Society of Association Executives (NYSAE).
Amy Sample WardAmy Sample Ward: Tumblr Tactics
Amy Sample Ward, our social media contributor, co-author of “Social Change Anytime Everywhere” and CEO of NTEN explains the value of micro-blog site Tumblr, how to decide whether you should be in, and how to get started.
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Durney hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host it’s friday, july nineteen oh, i hope you’re with me last week why i didn’t do it dermatitis if it came to my attention that you had missed measuring the network non-profit with beth cantor she’s, co author of the network non-profit and measuring the network’s non-profit and she talked to me a tte fund-raising day last month about wide engagement and measuring your multi-channel outcomes and goodbye google alerts maria simple, our prospect research contributor and the prospect finder had free alternatives in case google alerts disappear this week. Mario cuomo, cole on relationships miss cole, a philanthropist and board chair of help yusa shares the professional value of all of her relationships, including her mom and how they’ve helped her and help yusa succeed. We talked at the june meeting of executive women in non-profits, which is a part of the new york society of association executives and tumbler tactics. Amy sample ward, our social media contributor, co author of social change, anytime everywhere and ceo of inten, explains the value of tumbler how to decide whether you should be in tumbler, blogging and how to get started between the guests on tony’s, take two there’s a myth going around planned e-giving that we’ve got planned e-giving covered, and i think a lot of non-profits actually don’t have it covered talk about that. My pleasure. Now, to introduce my interview with maria cuomo cole, i do want you to know that the second half of this interview so after the break, there’s a part of the discussion because we at the meeting, we opened up the conversation to a broad discussion. Part of discussion is kind of quiet, little low. I know about it already. You don’t have to tweet or email everything i know, but a couple of women said some very poignant things about relationships in their lives, and i wanted to include it. It’s, not silent, but if you have had headsets or earbuds, you may wanna use those in the second half of this maria cuomo cool interview. Here you go, everyone welcome. We’re at a meeting of the executive women in non-profits a shared interest group of the new york society of association executives. You will find them at n y. U s a net dahna that was the obligatory video in trim for this will be on youtube in a couple of weeks, and you’ll all get the link from holly and very shortly, it’ll also beyond my pad podcast on a non-profit radio you’re talking about relationships today and first i’m goingto have a chat with maria, and then after that, we’re going to open it up and have you share some stories about relationships that have been important to you personally or professionally and how those have helped you professionally. Lots of different kinds of relationships, whether their peers, people working for you people work. You work for mentor mentee, lots of different possibilities. I’m very pleased to introduce my voice. Just crack. Did you hear that? Pleased to like a sixteen bad alex. Like a sixteen year old, my voice is cracked. Very pleased to introduce maria cuomo. Cole she’s, the chair of the board of help yusa, a leading developer of housing for those suffering homelessness and low income she blocks for the huffington post she’s, a film producer and a philanthropist. We’re gonna learn more about all of her work. Maria cuomo, call. Welcome. Thank you it’s a real pleasure to have you. Why don’t you start telling us a little about maura about help us? We’ll help you say, uh, well, our mission is to create opportunities through housing and services to help stabilize families and crises and individuals and crises who are not living independently. Andare are long term mission is to help those individuals sustain housing stability. And we do that through a very innovative a real estate model of permanent housing with support services on site, child care services, employment, mental health counseling, etcetera. Is there also something transitional before people are bottle? Actually, yes. The model was actually created in the nineteen eighties. Find my brother andrew, um, during the koch administration as a family transitional homeless model and that that model has grown in new york. We have over two hundred colleagues today providing transitional homeless services and thie help model was named a congressional model in nineteen, eighty seven and b has become part of each administrations working with homeless populations across the country. Actually, our permanent housing model is a more sophisticated application, basically another another financial model that has enabled us to provide a long term permanent housing for the same populations um, including a lot of veterans latto very is a no that’s. Homelessness is a yeah fine problem. That’s unfortunately true. One and four homeless men is a veteran that’s been the case? Actually, for many years some say that the number is closer now to one point three one out of three. There are sixty one thousand homeless veterans each night, sleeping on the streets in america, which is just devastating for women as well. And for women, well, for female vets is a growing population that have that are largely underserved. Um and it’s, a population that help yusa has tailored programmes to accommodate there has been improvement. The va has quickly improved and expanded their services for women and for young for young veterans returning the Numbers were as high as 1 hundred twenty one even hyre two hundred thousand homeless veterans just three years ago. So so things are improving, but a great deal of work needs to be done quickly to accommodate our returning veterans. You have some interesting revenue sources, including comfort foods. I saw a chocolate. You, my brandraise sample. Try and focus for the morning. But no way try everything. Yes, we’ve been able to use our help, yusa, artwork and the brand for some social enterprises, we’re very fortunate to be one of the nineteen eighties non-profits in new york that benefited so generously by, uh, keep bearing such a remarkable talent artist philanthropist in his own right said such a generous spirit, the organization can’t achieve this kind of success and prominence on its own so let’s move and talk a little about relationships how have generally relationships been important? To help us is growth and to your, you know, your professional ball so well, i mean, relations abroad, a broad question, but i mean the very model, uh, of help usa, the innovative model is really one of public private sector partnership, and the model on lee only works because we have the interests of serving special needs constituency using private resources and public a public resource opportunity. So local governments, state government, federal government, private banking communities, for-profit uh, businesses and individuals, all i have to really partner work together in order, tio, create a bill, help residents and provide services long term on dh for you personally, relationships, whether they’re let’s. Let’s, start with. Since there were talking about the organization, level your relationships with peers that other organisations, whether for-profit or non-profit, well, our community. I’m partial. I think that the new york city non-profit community as a whole is really, really the most robust, professional, sophisticated and collaborative in the country. Ground experience. Um, and i think we really set a standard here for communities around. Give a shout out for new york city, new york city. Relationships, collaboration. And now in our in our space of developing housing and services for special needs populations, uh, provider community has has been extremely collaborative through the years. In fact, when my my brother andrew was hud secretary, we were required in new york city to work as a consortium application for funding toe hood. So, you know, the mayor’s office communities, state and providers had to work cooperatively at designing assessment and and proposing strategies for support so there’s no greater exercise than to bring two hundred plus organisations into, uh, into one collaborative application process. Andi, i think the community works very well in maximizing core strengths, individual agencies to work with populations that they have the head home to the expertise to serve. Uh, i know our agency and many others try hyre very, very hard not to recreate the wheel. You know ourselves if we are providing services in the bronx for children. And the children’s aid society, for example, is a very prominent agency, of course in new york city for youth services. We’ve turned to them to ask them to help with, you know, with complimentary services for our homeless youth after school. And in many in many such examples, we’ve been able to better serve our populations on dh there could be challenges to in in for exam, for instance, bringing together two hundred organizations or even just partnering oneto one there has to be compromised and saying little about overcoming some of those challenge that’s true that’s true, i mean, i think that our experience has has been that when there is a need that another organization can serve and we’re providing, we’re providing whether it’s, the constituency, the population, the resource of our buildings, for example, we have beautiful community spaces and, you know, retail space that a lot of non-profits need to deliberative services so that’s ah, point of partnership and and, uh, coop cooperative collaboration, um, so we we really haven’t encountered i can’t say that we really encountered problems in that regard, it’s such a rich community in new york of service providers that we have been able to find partnerships to serve our families, our single homeless individuals, veterans, children and really enhance our overall delivery. Right now we take a break for a couple of seconds, and while we do, if you have your ah, you’re buds or headset. You may want to get it, because the second part of the upcoming segment, after the break is a little quiet, but very good, things said by the women who were there. Thanks. Talking alternative radio twenty four hours a day. Do you need a business plan that can guide your company’s growth? Seven and seven will help bring the changes you need. Wear small business consultants and we pay attention to the details. You may miss our coaching and consultant services a guaranteed to lead toe. Right, groat. For your business, call us at nine. One seven eight three, three, four, eight, six zero foreign, no obligation. Free consultation checkout on the website of ww dot covenant seven dot com are you fed up with talking points? Rhetoric everywhere you turn left or right? Spin ideology no reality, in fact, its ideology over intellect no more it’s time for action. Join me. Larry shot a neo-sage tuesday nights nine to eleven easter for the isaac tower radio in the ivory tower will discuss what’s important to you society, politics, business and family. It’s provocative talk for the realist and the skeptic who want to know what’s. Really going on? What does it mean? What can be done about it? So gain special access to the ivory tower. Listen to me, larry sharp, your neo-sage. Tuesday nights nine to eleven new york time go to ivory tower radio dot com for details. That’s. Ivory tower radio dot com everytime was a great place to visit for both entertainment and education. Listening. Tuesday nights nine to eleven. It will make you smarter. Hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com yeah, those watching from outside new york city. I hope your thing close attention because new york is not a unfriendly place should come. You should come. You should visit. You should collaborate. Way all know this here in the room. So i’m speaking to those who are watching from outside new york were not unfriendly here we welcome you. We want to work with you. We want to collaborate. Let’s, move to the personal side, i think dahna all of us benefit from personal mentor mentee relationships, maybe with peers. Other colleagues say little about how that’s helped your professional. Well, this is my twentieth year with help u s a all right, a measurable amount of time. Two decades. And i could say, you know, some of the relationships that we’ve developed through the years with private businesses with other non-profits have really helped our model flourish, you know? I can i can say kapin partnerships with unrelated businesses to specifically what we do with bloomingdale’s the retailer, we’ve had a very close partnership with them for now. Over fifteen years, serving children have been volunteermatch entering youth program. That’s got to mean that you have a good relationship with the ceo there or someone at the high level. And then you and the children from the ceo’s leadership, of course, is always essential and establishing the value of voluntarism within a company, certainly and cooperative spirit it’s gotta trick your spirit has to trickle down, but, you know, they have a fantastic executive team that really cares very much about giving back to the communities and our partnership that started in new york with volunteer mentoring after school mentoring for at risk youth has grown teo all of their forty stores across the country, really expanding our model and our service delivery. You have some specific advice for the relationship between the ceo or chair and the volunteer board of trustees within the organization to help us, you know, here, too, we’ve been blessed with tremendous, tremendous board leadership through the years, um, individuals who bring different sorts of talents and acumen to help us do what we do, which is a fairly sophisticated, complex collection of services. So whether the individuals have business acumen, real estate, finance, thie arts, education, health um it’s, a very mixed group and there’s always that challenge there’s always that challenge. Of finding the right trusty who has the skills that you’re lacking and we know there were plenty of attorneys, there are plenty of sepa is but finding that right, one who works well with the mission believes in the mission and is going to be a value to the board. Yes, that’s true, that is true. Our board members tend to be tend to be long timers, too. I can’t think i can’t think of more than one or two cases where board members have actually had to leave for different reasons moving, you know, changes, work or environment, but it’s a very, very committed team, and we work hard building those relationships and really keeping our board very engaged. We need their service, we need there their contributions. So we tried to make careful matches of program, area and growth area where they can, you know, really make a difference and participate, contribute and and that’s critical to find out what they want to contribute to what programs interest them so that they are used in the best of the best are definitely yes, i’d say that’s true, absolutely. On the sort of on the more personal side of know your mom has been and important mentor for you say, say something about that, my mother, my mother jokes that she works for me, and i joke that i worked for her. I think it goes both ways. Sometimes i see we actually have been running her one two, one youth mentoring program since nineteen ninety four. She had started it in the early eighties, she’s truly a national pioneer and the mentoring movement, and, uh and believes in it passionately and developed an excellent model that is still used today. Um, she started it in the early eighties in new york state schools to lower the dropout rate and focused on foster care aged out. You and we’ve been able to maintain and nurture and grow that model since nineteen ninety four into mentoring yusa, which is delivering services in eleven markets around the country and really thrives on partnership because, of course, it’s, a volunteer mentoring program, we work closely with the corporate community and community organizations. The model is expert in training mentors, so very good at the engagement piece of bringing a volunteer in working. With them improving their skills and then managing and, uh, providing support for that volunteer. Want one it’s very special mentoring partnership. What would you, uh, would you say you’ve learned most important you’ve learned from your mom? Oh my gosh, she is remarkable still today at i won’t sit well, she loves being a tea, so i can say that she absolutely loves being eighty and celebrated it now she’s more than eighty and she is just a dynamo. She contributes to the program significantly, strategically, operationally still, and i’ve learned everything about how to well, i’ve learned everything really about what voluntarism means from her she’s always prized that word that term, we don’t use it much in our non-profits space, i think to an extent it becomes the notion of volunteering just becomes part of what you do, right? And we were working with volunteer constituents. We don’t often value their contribution of giving personal time and making that commitment, which really is a very special special make perhaps the most special sort of contribution, and she values and prize is it reminds me to respect it and honor it all the time. How did you learn? That that ethic growing up, she was always doing it, and she always no matter what you know her period of life. Wass but, you know, as a young age, she had us out you no selling daffodils for american cancer society, and this spring, i mean, i had no idea what even wasit was so young, you know, we sort of just followed her along, like her ducklings and all her various activities, whether it was, you know, school, church, american cancer society, other you no other formidable non-profit efforts always service oriented, and then, of course, in her work with my father, their mission was service, of course, that their lives have been dedicated to public service. And how can we pay this forward to the next generation of non-profit ceos? You know, i think that you i think for every non-profits ceo on dh through the staff line and the board lines, you know, again, i think that people, especially here in our community, i think people really, um, value and respect what they’re doing, they’re making a clear choice, making a clear choice to work in a non-profit environment, everybody knows that most likely you’re going to make more money in the private sector. So you’re you’re making a choice, you’re making a sacrifice and i believe that’s because you’re a person of mission and and, you know that passion it’s what allows you to do the best work? And and how can we be good role models for the for the next-gen coming, the next generation, i think, is to, you know, it’s summertime, we all have this valuable prized interns it’s, you know, include them, include them in the work, really mentor them the mentoring, uh, mentorship we can all provide now at this point in our careers is really very, very important and valuable. Um, and i think we could do that with our co workers with our young leaders is to just, you know, really be their share with them and support them and there’s often a lot that we can learn from those were mentor from the mission, yes, we need to stay sharp, yeah, in things that they’re much better versed in. Yeah, and that doesn’t only mean social media and technology, but we’re going to talk about that in the bigger discussion miree anything you want to leave, leave. Viewers listeners with around the value of of of a relationship on gets its report lies as supposed the relationship with are your viewers, our listeners today, that non-profit initiatives work because of public support, that it’s it’s, not just the small universe that we design and interact with, but it is the greater community, and that we need the support. We need the interest of the greater community. Teo, please follow us. Watch us think about how you can contribute and be apart of the work. Thank you very much. Thank you for sharing your expertise and your experience. Fremery in-kind. I’d like to open up tio to a real group discussion. Who wants to share a story of a mentor? That was that was important to you. Excellent. Yeah, linda. Miree treyz i don’t want to put you on the spot to single someone out, because then that’s. Not fair. But i’m sure women all know who you’re. They all know who you’re talking about. Oh, there you go. Your strategy. No. Yeah. Hyre wells was the share. Ah, a story from someone who was important to your influential to you. Maybe not. A formal may not have been a formal mentor. Mentee, please. Thanks, michelle. Hyre it sounds like randy was always there for you, either formally or informally, right on the record or off the record. Yeah. Beautiful. Thank you. Thanks, michelle. How about others? Anybody on the left side of the room? One somebody who was important. Police wonder what about a special project? Four. Introduce yourself, please. I want the special projects report issue i want with outside consultant had been a corporate person for a very long time. This this particular opportunity was really fairly new for me, and he was really great at a kind of coaching me counseling me on a lot of some of the things that we needed to do some of the things you expect because it was very successful, whether there would be what panels or or other things that you would be invited, too, because i was a person who worked on the project and he was just very generous with his thoughts about what was going to happen next, what to expect and something sounding board to kind of know how to respond sometimes wasn’t a formal mentor, like lots of programs with someone somewhere else is mental, but it’s just sort of up a relationship that you kind of developed with somebody because you seem to have some sort of kinship and they’re just going to be generals with heimans thoughts just trying to help you go in the right direction and help successful and that’s really important. So whether it’s an organization like this or whether it’s i’m something should happen to work outside, those people kind of help you shape your life. What do you make a really excellent point about us having to be open to these kinds of relationships? You just never know who the next person is going to be. That khun, you know, help in a small way, helping a really long term, valuable way the way wanda and michelle are talking about. We just have to be open to these. And they’re not as you said, wanted. Not always formal. Not always. This person is assigned to you a lot of times, right? People just come into our lives, and i think we need to be open tio to the possibilities. Uh, you know, holly, please. Good morning, falik connick, vice president, accounting company. Listening to maria talked about her mom and i heard a top about her mom before. It reminds me when i grow up. Grew up in the early sixties. I know it stays. When all my friends mom’s home, you know, and she was having and i was having dinner with my baby sitter, my mom was always working. I wasn’t a very well child. I had a lot of healthy hands. I always thought that when i got older, my life would be a little limited with what i could do with my career. And my mom used to always say to me, holly, when somebody tells you that you can’t do something, you just keep keep going at it and you just keep going at it on my mom today, next week, could you usedto work continues to try heimans you’re so crap, because i’ve been where i have been for twenty five, you’re like the rest of you being in the non-profit morning in-kind mama’s variety has nothing that i haven’t been able to in all my years and so on. My mentor holly. Thank you, it’s. Very touching, thanks very much. Stephen colbert. I don’t know if any of you saw this brooke broke character, which i don’t know if it’s impressive probably is unprecedented broke his his character on is on the show for the first four minutes. I think it was two days ago wednesday to pay tribute to his mom, who just died. I do. That was so touching. You know, he is the guy. I mean, i’ve seen him live and he, you know, it’s very rarely breaks character, but i hear him to see him do that. That was special in itself. And then just the words no r hyre very special tribute. So, thanks a lot. Thanks for sharing my thanks to everybody at that shared interest group of se e the executive women in non-profits there was a very, very lovely and times touching meeting. A lot of the women shared some very poignant stories, and i appreciate that it was it was really lovely to be there. And so my thanks to you, everyone there i gotta live listener love before we take this break. Tons of people in new york, freeport, new york, new york, new york, hicksville, new york’s a long island two out of three long island newport, north carolina. I’m going to be there soon. Reston, virginia and oregon lake oswego. I wonder if it’s amy live listener love to everybody, though. Is that those that’s everybody? In the u s but continuing in north america reinardy mexico. Welcome, live, listen, love to you and going further south. Campiness, brazil. Welcome. Lots of visitors in asia will get to them. Right now. We go away for a couple seconds when we come back. Tony’s, take two, and then amy sample ward on tumbler tactics. Stay with me e-giving thinking, shooting, getting, thinking things, you’re listening to the talking, alternate network waiting to get in. E-giving good. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com. We look forward to serving you. Hi, i’m ostomel role, and i’m sloan wainwright, where the host of the new thursday morning show the music power hour. Eleven a m. We’re gonna have fun. Shine the light on all aspects of music and its limitless healing possibilities. We’re gonna invite artists to share their songs and play live will be listening and talking about great music from yesterday to today, so you’re invited to share in our musical conversation. Your ears will be delighted with the sound of music and our voices. Join austin and sloan live thursdays at eleven a. M on talking alternative dot com. You’re listening to the talking alternative network. Latto if you have big ideas and an average budget tune. Tony martin. Any non-profit radio we dio i’m jonah helper, nari team in co founders of next-gen charity dahna welcome back that gentleman whose voice you heard say you’re listening to talking alternative broadcasting he’s from australia and i just met him about a half an hour ago. He was in studio he’s, now a buddhist monk. I don’t know what his name is now, but at the time that he that recording he was his name was giorgio rivetti. I don’t know. I don’t know what he uses now, it’s sam says he still uses george over petty so he’s but he’s but he’s provoc rah george, your petty a buddhist monk um, more live listener love, asia gotta hit asia hard. Lots of listeners in seoul, south korea, thank you very much. And also in sioux on korea live listener love to everyone in korea on your haserot fuck uac of japan in chino, maya, japan and tokyo welcome live listener love, konichiwa, it’s, time for tony’s take two there’s this myth going around non-profits i’ve heard it for many years as someone who does planned e-giving consulting and that is that if you have someone in your organization who has planned giving in their title, then you’ve got planned, giving covered it’s taken care of and what that full short when that title is shared with some other title like i’ve seen director of annual giving and planned e-giving i’ve seen director of major gifts and planned e-giving i’ve seen foundation and planned giving fund-raising, and the problem becomes that any of those things or others that plan giving might be paired with in one person’s job responsibilities job spec is that everything will take priority over planned e-giving because anything that you pair it with will have more immediate deadlines that’s especially true in annual giving any e-giving sometimes has weekly production goals and certainly monthly, but anything you pair it with, it’ll have more immediate deadlines, and it’ll be more immediate cash to the organization because planned e-giving is cash to the charity at the donor’s death, in most cases, a couple of exceptions, but most it’s at the donor’s death. So the other thing that the plan giving his paired with is always going to take precedence and it’s going to get a lot more time than the proportional representation it has in the title. So if it’s half the title, it’ll probably get about five percent of the time if it’s a third of the title, i have seen it paired with two other things once it’ll probably get two percent of the time. So just because you have planned giving in someone’s title, you don’t have plan giving covered for your non-profit that’s not on my block at tony martignetti dot com this week, it will be, but it’s not, i wanted to just raise it irrespective of it not being on the block and that is tony’s take two for friday, nineteenth of july twenty ninth show of the year. I’m having a hard time believing it’s nineteenth of july amy sample ward is with me you know her high i love so having a hard time believing it’s the nineteen no kidding, but you’re not supposed to talk yet. I didn’t give you the proper introduction. Oh my gosh, yeah, i blew it! She’s, the ceo at non-profit technology network and ten her most recent co authored book is social change anytime everywhere about online multi-channel engagement, her blog’s that amy sample, ward dot or ge? And on twitter she’s at amy r s ward. Welcome amy sample aboard hello, we’re talking about tumbler today, but you’re out and you’re out in oregon in the portland area. I am. I think that live listener out in oregon was not me. It must be someone else related. Lake, we go. Oh, it is oswego, not a wego. Okay, oswego. Thank you. You’ve corrected me in the past about pronouncing oregon, which i have now. It’s ah, weak a sweet go. Thank you. But you are in portland proper. Is that true? Yes. Panepento office eyes right downtown. Okay. The city of roses i found yes, sophie of roses. Even have a rose festival and a rose garden. Yes, i don’t. You have a research rose garden upon a mountain? I think i read. So you’re the city of roses in in the beaver state. Excellent. Exactly. Okay, we’re talking about tumbler this month. Yeah, you know, way whenever we talk about specific social media channels or how to use the social tools, i feel like you and i always get back, teo, at least a couple of minutes talking about staffing. And i thought that was so appropriate after your take two today. Because whether it’s fund-raising or you know any of the other kind of tools and communications that we’ve talked about on the show before, just because someone has a title does not mean that is the only person that could do that work or that is responsible for that work. So, you know, today talking about tumbler think it gets categorized into ah, blawg, you know, because it kind of functions and that that’s the way the content operates, but that doesn’t mean that just because you have a staff person who normally puts content onto your website that they’re the person that’s now going to be managing if you have a tumbler account, you know, it has to be based on what we need outside the organization is who’s reading that content? Where is the content coming from? On dh, how do you deliver that? Not whose title inside of the organization is tumbler manager, you know? Yeah, i see tumbler often called a microblogging site, and i don’t really think that does it justice it’s it’s so much more than what what people think of is blogging. So i think the first thought when you see that description is not going to be as rich’s tumbler really is. Yeah, that’s a great point, i mean the description of it as a micro blogging is trying to be objective about how the content works because it does like a block have, you know, each post going chronologically, and you can put your content in their etcetera and it’s, you know, a static kind of place, but i’ve finally seen over the last few months, people really recognizing that tumbler is a social platform, not necessarily like a social network in the way that you think of facebook, for example, but the purpose of it is social. When allison and i were doing research on the kinds of user demographics of all different major social platforms, when we were putting the book together, one thing that surprised us too see written down is the number but didn’t surprise us from the qualitative experience side is that the majority of tumblers content is re blogged, meaning i posted something on my tumbler and you liked it and you, you know, re posted it onto your tumblr like a re pending on pinterest, yeah, so if we’re retweet into him, has to be a social platform if all the content is getting shared around and the purpose, you know. Of having your tumbler is kind of like, um, it’s a little bit if you want to think about it, like pinteresque, where you’re there and engaging and checking out other people’s content because you’re kind of curating your space, you know? And and that means you’re going to pull from all different users because you’re creating this one, you know, tumbler account that that’s all on your topic or whatever you do, you want to say so? It’s definitely social and i think that’s why organizations, they’re starting to realize it may have a role in their content plan and their community engagement plan because it isn’t just one more place for their randomly posting content. You know, there are people really engaged there, okay? And it’s also visual there’s a big visual content, which reminds me of pinterest and a little bit of facebook, facebook is pretty visual, too heimans has that beyond you know what? What you’d think of if you hear microblogging has this visual aspect, yeah, exactly. And so there’s there’s so many visual type platforms now that are gaining tons of popularity, we saw that huge spike in adoption for a pinterest but now we’re also seen instagram and vine and then instagrams video because of vine, so these this focus on pictures or really short videos and wanting to engage, you know, around a visual piece of content less so that the traditional kind of a block post where your you’ve written out some tacks on and i think what’s great about tumbler, is that it is such a hybrid, you know, it isn’t like pinterest where it is just going to be photos all over the place, and just by the functionality of the tool, the text is often kind of hidden or rolled up, you know, you have to click on it to see what the caption may have been or what the comments were it’s really trying to be photo first or a blogger where it’s obviously text first, so tumbler kind of merges them together where the photos are really prominent or video or whatever you’ve posted there, but it doesn’t hide whatever text you do include also sort of like twitter it’s it’s pretty quick moving too? Yeah, for sure i mean both from the user sample, you know it’s pretty easy, tio, if you have the app. On your phone or you’re doing it from the web, you know, just post that quick photo. It integrates with lots of platforms so people could be auto posting to tumbler every time they, you know, save content somewhere else. But as faras the digesting of that content inside the followers of your tumbler, i mean, tumbler just has really high numbers as faras people, you know, total engaged users, active users, users, they log in regularly, but also people, you know, using the mobile site, checking at multiple times a day to follow along. So it is fast moving, i think because people keep checking it. And so then people want to keep adding to it all the time. We have just about a minute before we go away for a couple minutes. Let’s talk a little about the engagement around conversations to and what non-profits should be could be looking for around their issues. Yeah, i think it’s tumbler is an interesting channel and we can talk more about this after the break. You? But i think there’s there’s two riel opportunities one is toe kind of, you know, own own account. Creating the count. Make it very clearly, your organization’s account and manage it. The other avenue to go is to support your community members or a superfan or ah, long time volunteer or even donor-centric area, because it’s their personal passion and just supporting them. Managing that account, whether that sending them, you know, content or news, they’re great photos or pointing people their way, you know, using it as a as a spotlight. So and then you’re just kind of sending stuff their way, but you’re not directly managing it. So i think there’s two, two ofthe avenues to go. Okay, we’re gonna take that break, and when we come back, of course, i mean, now keep talking about tumbler tactics and stay with us. You’re listening to the talking alternative network. Are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Dahna have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s monte m o nt y at monty taylor dot com. Talking alternative radio twenty four hours a day. We got more live listener love ryan from washington, d c first time listener. Welcome to the show. Thanks for tweeting. Hangzhou, china, ni hao and hong kong welcome live listener love to everybody listening like, oh, we got more in the u s laguna woods, california and is it lee hae l e h i utah welcome live listener loved when we were all over the country love it, love it. Maybe sample would you bring in you bring lots of listeners. It’s amazing. Yeah. Imagine if you actually promoted the fact that you’re on the show. No, you promote. I’m joking. Okay, so we got lots of alternative zoho before we continue, i have to give credit. Tio actually, the new york city affiliative end ten, which is five o one tech. And why? And i see five point check. N y c. Yes, i was at their meeting last night, and amanda mccormick spoke about tumbler, so i got a i got sort of a last minute education from amanda mccormick was very smart about tumbler, and you’ll find amanda at jelly bean boom dot com jelly bean boom dot com. I want to give her a shout because she helped educate me for today’s segment. Um, okay, so we have this different ways you were suggesting of managing or of joining conversations, but i think isn’t that really the interest that non-profits would have if they’re not in tumbler, is to find conversations that are about their issues? Oh, definitely and i think, you know, some organizations have found that when they tried tio jump into temblor, see who may be out there already talking about their topic or, you know, be a passionate person in that cause area they found again because tumbler is such a sharing re posting culture that there were people where they maybe had a post that was really passionate or had a striking image. But then when you scroll down to their next one it’s on a totally different topic on, so it wasn’t as, you know, it wasn’t like there were tumbler accounts being managed by individuals where the whole focus of it was that cause area, because again, if you’re looking for individuals, well, individuals have more than one interest and it’s the same as if you were to, you know, look through a facebook, but you’re going to see people post him out all different things they care about. So if you do want to go find those conversations that already happening it’s important to remember that you may not be finding a specific tumbler post that is reflective of an entire tumbler account being focused on that issue, you know, and trying to away where tio jump in, or who may be just posted it because it was provocative versus who’s really passionate about that topic. Now, to help with this, the tumbler does have hashtags. Yeah. So if you find hashtags related to your the conversations that impact your issues, you could you could pass those along. You couldn’t pass along the individual posts? Yes, exactly. Okay, but not necessarily the entire person. Although you might, you know, it’s it’s hard to tell. In fact, there was someone at the meeting yesterday who expressed concern about exactly what you’re talking about, that ah lot of the conversation, a lot of people in a conversation around her issue, which was, um e-giving a transportation alternative to prevent gender based attacks at night. You know, those people like you said they’re multidemensional there people, and they weren’t always talking about things. That the organization was comfortable referring its its supporters too. Okay, so just, you know, an example. Of what you’re saying now for charities to get started, there are there are templates like themed templates sort of like wordpress has yeah, exactly i would like to say a little more than you can jump in, you know, i think what a lot of the social platforms have have shown people is that we’ve we continue to get further and further away from the super designed and mohr into the simple. So a lot of tumblr account that you will find whether it’s an actual organization, you know, that has has created that channel or an individual’s simpler is the way to go, you know, having a very clear or maybe funny or provocative or what have you title and sub header on the account, but the design doesn’t need to have this, you know, beautiful kind of gray scale background photo with all of these other, you know, buttons and labels it’s meant to be focused on the content, so just having a very clean, simple design so that the content and those especially if it is photos or videos, they really just pop out and the question just flooded my mind, okay? The so you can you khun brand it, but it doesn’t have to be it doesn’t to be super branded and super elegant is it’s more about the content? If someone if a charity wants to get involved and start a tumbler account and make that for a, how much should they expect to be participating? How maney posts or or re re posts? Should they be doing in a day? Let’s say, orlando, i’m not necessarily today like maybe in a week or something like that? Yeah, i mean, i think that magic number question is the same, you know, with any with setting up a facebook page or sending up a twitter account, you know you’re gonna have to test out and find what that magic number is for your organization and for your community. The important piece isn’t necessarily how frequently but it’s that it is constant, you know, like it is every weekday if you’re going to commit to one today or you know it is every month it’s regular so that people don’t come and see that you posted ten things all on friday, the nineteenth and then you don’t post anything and tell august first, you know it. Isn’t that there’s a look? There’s nineteen great post here, whatever, but that it’s a regular so that your logging in you’re saying what’s going on on dh, just like twitter, it can’t just be you posting when it’s such a social platform, you need to be searching using hashtags or, you know, looking for different users and finding those posts that are great and reese posting them. So just like on twitter, you know those accounts that are always just pushing things out? Well, there’s not a lot of engagement there, but when you start retweeting other people and replying to other people, you know, you create more of a loop for engagement, sharing, participating, engaging all the things we’ve talked about on all the different platforms we’ve talked about, all right? We’re going to get their sample ward, thank you very much. Sure, you’ll find amy at amy, sample ward, dot or ge, and on twitter she’s at amy r s ward next week event leadership honorees, chairs and committees recruiting, motivating and working with event volunteers. It’s another fund-raising day interview from this past june, and jean takagi returns he’s, our legal contributor and principal of the non-profit and exempt organizations law group in san francisco. Have you looked at our youtube channel there? I have over eighty interviews there and a couple of standup comedy clips. The youtube channel is riel tony martignetti insert sponsor message over nine thousand leaders, fundraisers and board members of small and midsize charities. Listen, each week you can reach me on the block. If you’d like to talk about sponsoring the show. Our creative producer was claire meyerhoff. Sam liebowitz, his line producer, shows social media is by regina walton, of organic social media and the remote producer of tony martignetti non-profit radio is john federico of the new rules. Oh, i hope you’ll be with me next week. Friday, one to two eastern at talking alternative broadcasting at talking alternative dot com hyre. Dahna you didn’t even think that shooting getting, thinking. You’re listening to the talking alternative network. Get in. Take it. You could are you a female entrepreneur ready to break through? Join us at sixty body sassy sol, where women are empowered to ask one received what they truly want in love, life and business. Tune in thursday, said noon eastern time to learn tips and juicy secrets from inspiring women and men who, there to define their success, get inspired, stay motivated and defying your version of giant success with sexy body sake. Soul. Every thursday ad, men in new york times on talking alternative dot com. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com way. Look forward to serving you. You’re listening to talking alternative network at www dot talking alternative dot com, now broadcasting twenty four hours a day. This is tony martignetti athlete named host of tony martignetti non-profit radio big non-profit ideas for the other ninety five percent technology fund-raising compliance, social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. 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